Dwayne Tidwell is a CFP® professional with 31 years of experience in the financial industry. He has been with Bison Investment Advisors, LLC since 2013 and previously worked at Sunbelt Securities, USF Advisors, Stanford Group Company, and Merrill. Bison Investment Advisors provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, qualified retirement plans, and business entities. The firm manages multi-asset portfolios and acts as a private fund adviser and portfolio manager for pooled investment vehicles.

Tyler West is a CFP® professional with one year of industry experience, currently serving at C.L. Sheldon & Company, LLC. His prior roles include positions at Your Money Line and Upward Bound, as well as experience with Broome County Government and the United States Army Reserves. C.L. Sheldon & Company is a small, fee-only advisory firm focusing on individual and high-net-worth clients. The firm offers bundled financial planning, wealth management, standalone consulting, and financial coaching, with an emphasis on asset-allocation-driven portfolios managed on a non-discretionary basis.

Ener Escobar Aguirre is a financial advisor at Abendstern Wealth Management, Inc. with 10 years of industry experience. He holds a Series 65 credential and has been with Abendstern since 2015. Aguirre has also been self-employed since 2013. Abendstern Wealth Management primarily serves international high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment advisory and consulting services, employing a disciplined, diversification-focused approach that combines fundamental and technical analysis with proprietary measures and equal-weight portfolio construction.

Luis Martinez is a financial advisor with Abendstern Wealth Management, Inc. in Shenandoah, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Abendstern Wealth Management since 2015 and is also associated with Abendstern Global Investments, Inc. since 2014. Outside of his advisory work, he is involved with A.I.P.T., an educational organization in The Woodlands, TX. Abendstern Wealth Management serves primarily international high-net-worth individuals, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary investment advisory and consulting services with a disciplined, diversification-focused investment approach that emphasizes fundamental and technical analysis of U.S.-listed equities and tailored portfolio management.

Michael Rosman is a financial advisor with Rosman Asset Management, LLC in The Woodlands, TX. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has been with Rosman Asset Management since 2010. In addition to his advisory role, he is a licensed insurance professional, dedicating less than 1% of his business time to this activity. Rosman Asset Management provides discretionary portfolio management and financial consulting to individuals, trusts, estates, and businesses. The firm focuses on customized investment programs grounded in fundamental analysis with a long-term orientation, emphasizing continuous client contact and bespoke asset allocation under discretionary authority.

Chukwuemeka Uzoukwu is a financial advisor at Dynamique Capital Advisors with 12 years of industry experience. He holds Series 66, 65, and 63 licenses and has previously worked at New York Life and Avendrill LLC. Outside of his advisory role, he serves as a non-compensated member of the Board of Governors at Dover College and as a non-executive director of Guinea PLC. Dynamique Capital Advisors primarily serves high-net-worth individuals and plan sponsors, offering discretionary portfolio management, retirement plan consulting, and financial planning with a tactical asset allocation approach that incorporates fundamental, technical, cyclical, and event-driven analysis.

Steven Frueh is a financial advisor with Wealth Management Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including Sonnet, LLC, Regal Investment Advisors LLC, Onyx Wealth Advisors, Inc., and Valic Financial Advisors. He is involved in multiple business activities, including ownership and management roles in affiliated registered investment advisors. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches by providing comprehensive financial planning and wealth-management consulting. The firm advises on goals and asset allocation and refers clients to third-party money managers who implement investment strategies.

Clifton Mc Millan is a financial advisor with White Wing Wealth Management, LLC in The Woodlands, TX, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Ameriprise and Investment Professionals, Inc. White Wing Wealth Management serves individual clients, corporations, and other business entities with portfolio management, financial planning, retirement plan consulting, and cash-management services. The firm customizes advice and portfolio construction based on clients’ investment objectives, time horizon, and risk tolerance, primarily using mutual funds and ETFs, and offers ongoing monitoring with annual formal reviews.

Darian Allizadeh is a financial advisor at Position Wealth with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, T3 Trading Group, and Merrill Lynch. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment approach is personalized at the adviser level, using a range of securities and strategies tailored to client risk tolerance and objectives.

John Mcalister is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding Series 63 and 65 credentials with 27 years of industry experience. Prior to joining his current firm in 2017, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2002 to 2017. He also provides tax preparation services to clients as part of his advisory role. McAlister, Sweet & Associates offers financial planning and portfolio management to individuals, families, high net worth clients, and business entities. The firm employs a variety of analytical methods and investment strategies, managing approximately $224 million in assets across three advisors, and sponsors a wrap fee program that includes advisory services and transaction costs.

James Roth is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is the principal advisor at Roth Financial Partners LLC, where he has worked since 2020, following seven years at Raymond James Financial Services Advisors. 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, utilizing fundamental and technical analysis to implement diverse investment strategies across multiple asset classes.

Roberto Ortega is a CFP® with 11 years of industry experience and is currently affiliated with Ridgeoak Wealth. His prior roles include positions at Charles Schwab and Fidelity Personal and Workplace Advisors. Ortega is also connected to NHABLA LLC, the corporate entity operating Ridgeoak Wealth. Ridgeoak Wealth is a registered investment adviser serving individual and high-net-worth clients, managing approximately $33.3 million across about 25 clients with a two-advisor team. The firm provides comprehensive financial planning and discretionary portfolio management, employing a blend of Modern Portfolio Theory, passive ETFs, and multiple analytical methods to inform its rules-based core portfolios and blended allocations.

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.

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.