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.

Eduardo Giralt is a financial advisor at Direwolf Wealth Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Forte Securities LLC and Alveo Wealth Management, LLC prior to his current role. Outside of Direwolf, Mr. Giralt provides advisory services to clients of Grupo Bursátil Mexicano in Mexico in an independent capacity. Direwolf Wealth Management primarily serves high-net-worth individuals, offering discretionary portfolio management and hourly consulting. The firm employs a combined top-down market analysis, fundamental security evaluation, and selective technical analysis approach, emphasizing diversification and risk management.

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.

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 provides discretionary and non-discretionary investment management, financial planning, and retirement consulting to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a modern portfolio theory approach, tailoring asset allocations based on client risk profiles and regularly rebalancing portfolios.

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® professional with 21 years of industry experience. She has been with Addington Financial Group LLC since 1996. The firm provides discretionary and non-discretionary managed account services to individual and high-net-worth clients, integrating financial planning with investment management. Addington Financial Group emphasizes strategic asset allocation and quantitative risk measures, combining active and passive strategies to tailor portfolios for its 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.

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.

Victor Bujanda is a financial advisor with Banorte Asset Management, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Banorte Asset Management and Banorte Securities International since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a focus on Latin American clients, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through customized portfolios, various investment vehicles, and a wrap-fee digital advisory program.

William Warren is a financial advisor at Rhame & Gorrell Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked at Texas Dow Employees Credit Union, Starfox Financial Services, PurePoint Financial, and MUFG Union Bank. Outside of his advisory role, he manages Barcelo Legacy LLC, a real estate venture involving single-family rental properties. Rhame & Gorrell Wealth Management is a team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing in-house Tactical Asset Allocation models and a range of investment strategies tailored to client objectives.

Samanta Chirico Eliaz is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 credential and approximately one year of industry experience. Prior to joining Rhame & Gorrell, she worked at The Mather Group and held various roles in education and music instruction. Rhame & Gorrell Wealth Management is a team of 15 advisors managing over $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management, employing tactical asset allocation models and offering services including retirement and estate planning.

John Alyo is a financial advisor at Harvest Investment Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harvest Investment Services since 2011, following a prior tenure at Proequities, Inc. He also serves as the designated principal and office manager at Harvest Financial Planning Group. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and operates through a multi-advisor team structure across several offices.

Benjamin Fedorko is a financial advisor at Endeavor Advisors, LLC with one year of industry experience. He holds a Series 65 license and previously worked at TRB Wealth Management, The Northern Trust Company, Gray, Reed & McGraw LLP, and Bracewell LLP. Endeavor Advisors, LLC provides discretionary investment management, family office and wealth management, financial planning, and consulting services to individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm manages approximately $559.5 million in discretionary assets and emphasizes long-term portfolio construction using a range of securities and independent managers.

Brian Sak is a CFP® and ChFC® professional with 22 years of industry experience. He is affiliated with Granite Harbor Advisors, INC., where he has worked since 2015 and its related entity Granite Harbor Group since 2016. Outside of his advisory work, he serves as president and secretary of Last Diamond Hunting Group, LLC, a management role involving lease dues, game harvesting, and property maintenance. Granite Harbor Advisors serves individual and high-net-worth clients, as well as institutional sponsors including retirement plans and insurance companies, offering asset management, financial planning, and retirement plan consulting. The firm also sponsors multiple private funds and provides advisory and operational support for pooled investment vehicles, utilizing a broad range of public and private securities in its portfolio construction.