Jean Casagrande is a financial advisor with Stability Partners Advisory Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with Stability Partners in various capacities since 2010. Outside of advising, Casagrande serves as a director of HC MUD 383, an elected taxing agency responsible for local community services including water and sewage. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm primarily implements client accounts through model portfolios selected in partnership with a third-party money manager and manages approximately $141 million in discretionary assets.

Tara Roman is a financial advisor at Bison Investment Advisors, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Bison Investment Advisors since 2013. Bison Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to clients’ goals and risk tolerance and serves as general partner and adviser to a proprietary limited partnership available exclusively to its clients.

Adrian Llerena Navarro is a financial advisor at Crosswell Family Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Altavista Growth Advisors, LLC, GT International, Inc., and Seale & Associates, Inc. Outside of his advisory role, Adrian serves as Managing Director of Crosswell Consulting Services, LLC, providing general business administration and consulting services. Crosswell Family Wealth Advisors serves individuals, business entities, estates, and charitable organizations, managing approximately $80.6 million across about 53 client relationships. The firm’s investment approach emphasizes capital preservation, return maximization, and risk management, utilizing a broad range of instruments and maintaining an explicit focus on both domestic and international clients.

Oscar Mondragon is a CFP® professional with 13 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked for over a decade, and has also held roles with Cetera Investment Services LLC since 2026. Outside of his advisory duties, Mondragon is a licensed insurance agent and operates a consulting firm focused on coaching individuals and businesses in revenue growth, profitability, and organizational development. Centric Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes both long- and short-term trading strategies while tailoring financial plans to clients’ individual circumstances.

James O Neill is a financial advisor at Magnolia Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Magnolia Wealth since 2026. His prior experience includes positions at Intrua Financial and Corda Investment Management. Magnolia Wealth serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods and integrates tax services alongside portfolio management.

John Laughlin is a financial advisor at Novodyn Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has served as president and director of Novodyn Capital Corporation since 2001, where he focuses on research, programming, and testing of quantitative trading algorithms. Novodyn Advisors LLC supports a small team of three advisors and works with clients using strategies informed by quantitative analysis tools originally developed for institutional traders.

Brian Koepp is a financial advisor at Sonnet, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sonnet since 2016. Koepp also serves as Chief Investment Officer at Revo Financial, where he is responsible for updating and maintaining money management models. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, with a focus on business and retirement planning. The firm offers a range of model portfolios that include both passive and actively managed strategies, many based on proprietary quantitative models, and manages most client accounts on a discretionary basis.

Douglas Murrill is a financial advisor at Redfish Capital with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Redfish Capital Management LLC since 2010. Outside of his advisory role, he serves as an officer of the Joe Murrill Family Foundation. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a variety of investment strategies tailored to client goals and coordinates with other professional advisors, while also offering affiliated insurance and accounting services.

Gavin Clarkson is a financial advisor with Trustee Empowerment & Protection, Inc., holding a Series 66 designation and over 20 years of industry experience. He has worked with CSSC Investment Advisory Services, Inc. and Cssc Brokerage Services, Inc. since 2012. Outside of financial advising, he is president of a consulting firm, Clarkson and Sons Inc., and serves as a lecturer and associate professor at Rice University and New Mexico State University, respectively. Trustee Empowerment & Protection, Inc. serves retirement plan sponsors, trustees, and individual investors through an internet-based platform that connects clients with a curated network of registered investment advisers. The firm provides a decision-assistance service using a patented application to evaluate and rank investment options, emphasizing non-discretionary, process-driven reviews for plan sponsors and related professionals.

Michael Sweet is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cambridge Investment Research Advisors. Outside of his advisory role, he maintains a beekeeping activity for approximately 10 hours per month. McAlister, Sweet & Associates provides financial planning and portfolio management services to individuals, families, high net worth clients, and business entities, managing about $224 million in client assets. The firm employs a range of analytical methods and investment strategies, primarily managing assets on a discretionary basis, and integrates tax preparation services within its advisory offering.

Jacquelyn Girling is a CFP® with five years of industry experience. She has worked at Bannerman Wealth since 2019 and previously was with Westwood Wealth Management and Texas A&M University. Girling is also co-owner and co-host of a finance podcast. Bannerman Wealth serves individual and high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a largely passive investment approach based on Modern Portfolio Theory and Efficient Market Hypothesis, offering diversified model portfolios and comprehensive financial planning with ongoing client monitoring.

Daryl Lazauskas is a financial advisor with John-Luke Financial, LLC and holds Series 63 and Series 66 credentials. He has 29 years of industry experience, including roles at Proequities, Inc. and MLDL Holdings LLC. He is engaged in insurance sales and investment advisory activities through his firm. John-Luke Financial, operating under MLDL Holdings, manages approximately $89.6 million for around 280 clients, providing portfolio management and financial planning services to individuals, high net worth clients, charitable organizations, and small businesses. The firm uses a goal-driven, customized planning approach and manages accounts on both discretionary and non-discretionary bases with Charles Schwab as custodian.

Michele Lopez Gonzalez is a financial advisor at Mellig Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Mellig Group since 2016. In addition to her advisory role, she is a managing director of Mellig Consulting, Inc, a business consulting firm focused on strategy and private investments, and has equity ownership in Lotark Inc, the holding company of Mellig Group. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients with portfolio management and financial planning for taxable and retirement accounts, including foreign investment accounts. The firm employs a blend of fundamental, technical, quantitative, and macroeconomic analysis enhanced by machine-learning and AI tools, and offers a range of investment strategies and access to alternative investments and insurance products.

Michael Lakes is a financial advisor at Koinonia Financial with a Series 66 designation and one year of industry experience. Prior to joining Koinonia Financial and LPL Financial LLC in 2025, he held roles with various YMCA organizations in the Houston area. Lakes has been involved with the YMCA of Greater Houston Association and The Woodlands Family YMCA in recent years. Koinonia Financial serves individual investors, including high-net-worth clients, and provides advisory services to retirement plan sponsors and 401(k) administrators. The firm employs a proprietary moderate-growth, contrarian investment model focused on diversification and principal preservation, delivering discretionary portfolio management through LPL Financial’s Strategic Wealth Management platform.

Joshua Steenwyk is a Series 65 licensed advisor with four years of industry experience, currently affiliated with Timothy Craig Steenwyk in Conroe, TX. He shares a professional connection with Joshua Ryan Steenwyk, who has been active in the industry since 2005. The firm manages approximately $32 million for about 22 clients, primarily serving individual investors and related accounts such as trusts, retirement, and charitable accounts. It employs a single deep-value equity strategy focused on publicly traded securities, emphasizing low turnover and long holding periods with discretionary portfolio management.

Dwayne Tidwell is a CFP® professional with 30 years of industry experience, currently serving at Bison Investment Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in The Woodlands, Texas. Bison Investment Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm employs a multi-asset investment approach tailored to client goals and risk tolerance, managing assets through separate accounts and proprietary pooled 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.