Job Louimeus is a Chartered Financial Consultant (ChFC®) and holds Series 65 and Series 63 licenses with nine years of industry experience. He has worked at Exos Wealth Strategies since 2020 and previously spent four years at Centric Advisors, LLC, as well as one year at JML Consulting. Outside of his advisory role, Louimeus owns a mortgage brokerage, Exos Mortgage Company, LLC, where he assists clients with home loans and refinancing. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, performs due diligence on private placements, and can act in ERISA fiduciary capacities when engaged.

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.

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.

Rodolfo Oropeza is a financial advisor with Crosswell Family Wealth Advisors in The Woodlands, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Crosswell Advisors, LLC since 2009. Outside of advisory work, Oropeza provides general business management consulting services for a family office and is a member of Crosswell Consulting Services, LLC, dedicating significant time to these consulting activities. Crosswell Family Wealth Advisors serves individuals, business entities, estates, and charitable organizations, managing approximately $80.6 million across about 53 client relationships. The firm offers discretionary and non-discretionary portfolio management and consulting services, emphasizing capital preservation, return maximization, and risk management through experienced judgment and a broad range of investment instruments.

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.

Marc Sony is a financial advisor with Camden Wealth Advisors LLC in Kingwood, TX, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been affiliated with Northeast Securities, Inc. and Camden Wealth Advisors since 2009. Camden Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals, families, trusts, and institutions. The firm employs customized investment strategies and provides consolidated reporting, third-party manager referrals, and both long- and short-term investment approaches.

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.

Kesa Ennen is a financial advisor at Saber Capital Management LLC in Humble, TX. She holds the Series 65 designation and began her advisory role at Saber Capital Management in 2024. Prior to this, she worked as a self-employed contractor from 2019 to 2026. Saber Capital Management LLC provides discretionary investment management to individual clients and entities, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach focused on detailed financial analysis, concentrated holdings, and a long-term horizon.

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.

Jeffrey Newkirk is a Series 65-registered advisor with IAS Wealth Management, Inc. in The Woodlands, TX, bringing two years of industry experience. He founded Understandable Solutions, a business consulting and executive coaching firm specializing in leadership, professional growth, and business performance analysis, which he is currently winding down while transitioning clients to IAS Wealth Management. IAS Wealth Management, Inc. is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, and business owners with discretionary portfolio management and financial planning. The firm utilizes a team-based investment committee approach to maintain a select list of investments and emphasizes diversification, tax-aware implementation, and long-term positioning.

Alonso Valenzuela Del Rio is a financial advisor at Summa Corp. with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Goldman Sachs & Co. for 11 years. Summa Corp. provides investment advisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other investment advisers. The firm emphasizes long-term capital preservation and seeks positive absolute returns through fundamental analysis and diversification, managing over $1.58 billion in assets with a focus on investment management and consulting rather than standalone financial planning.

Hunter Hernandez is a CFP® professional with 19 years of industry experience, currently with CHJ Wealth Management. He has worked with Carlton Hofferkamp & Jenks Wealth Management since 2010 and previously with LPL Financial. Hernandez also assists clients with term insurance purchases outside of his advisory role. CHJ Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, and businesses, offering customized investment management and comprehensive financial planning. The firm manages approximately $600 million in discretionary assets, tailoring portfolios using both fundamental and technical analysis.

Elizabeth Brady is a Series 65-licensed financial advisor with Avion Wealth in The Woodlands, TX. She has 12 years of industry experience and has been with Avion Wealth, formerly Efficient Wealth Management, since 2012. Avion Wealth serves individuals, trusts, charitable organizations, and business entities with discretionary portfolio management, comprehensive financial planning, and advanced planning services. The firm applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to client objectives and risk tolerance, and has recently added options trading and writing to its capabilities.

Rodrigo De La Garza is a financial advisor with Summa Corp. in The Woodlands, TX, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His career includes roles at Investment Placement Group, Insight Securities Inc., Laradorbecker Securities Corporation, and Lba Advisors LLC. Outside of advisory work, he has a passive investment in Masters Destillers, LLC, a company involved in the production, distribution, and marketing of Salvador Mezcal. Summa Corp. provides investment advisory, supervisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other advisers, including a notable non-U.S. client base. The firm emphasizes long-term capital preservation and positive absolute returns through fundamental analysis and diversified strategies, managing over $1.58 billion in assets and engaging in sub-advisory arrangements that support cross-border referrals.

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 at Banorte Asset Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, nA, and Invex, Inc. His outside business activities do not include any relevant client-facing roles. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts and charitable organizations, with a focus on Latin American, particularly Mexican, clientele. The firm offers discretionary and non-discretionary portfolio management through customized portfolios and a range of investment options, including a white-label digital advisory program.

Ashley Owens is a financial advisor at Avion Wealth with two years of industry experience and holds the Series 66 designation. Prior to joining Avion Wealth, Owens worked at Provident Wealth Advisors, OSAIC Wealth, and Schroeder Wealth Advisors, each for about one year. Outside of financial services, Owens has experience in retail and repair services. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management alongside comprehensive financial and advanced planning services. The firm employs a structured approach called the “Avion Wealth Formula,” emphasizing long-term, buy-and-hold asset allocation tailored to clients’ goals and risk tolerance and supported by a broad investment offering including ETFs, options, futures, and private partnerships.