Steven Frueh is a financial advisor at Sonnet, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked with multiple firms, including Regal Investment Advisors LLC and Valic Financial Advisors. In addition to his role at Sonnet, he is an owner of Wealth Management Investment Advisors, which provides financial planning and consulting services. Sonnet, LLC is a registered investment adviser serving individuals, high-net-worth clients, trusts, small businesses, and churches. The firm uses a combination of passive strategic allocations and actively managed quantitative and tactical models, offering a variety of money-management strategies including sector-tilt, rotation approaches, and option-based collar 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.

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.

Jonathan Arnold is a financial advisor at RidgeOak Wealth with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, Fidelity, and First Command. RidgeOak Wealth is a registered investment adviser serving primarily individual and high-net-worth clients with a two-advisor team managing approximately $33.3 million. The firm offers comprehensive financial planning and discretionary portfolio management using a combination of Modern Portfolio Theory, passive ETFs, and quantitative and fundamental analysis.

Peter Roth is a CFP® with 43 years of industry experience, currently serving at Roth Financial Partners LLC since 2020. His prior experience includes roles at Raymond James Financial Services Advisors and UBS Financial Services. Roth Financial Partners LLC offers discretionary investment advisory services and financial planning to individuals, business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a mix of individual equities, fixed income, mutual funds, and ETFs, and utilizes independent managers through the Raymond James Consulting Services wrap program.

Job Louimeus is a financial advisor at Exos Wealth Strategies, LLC with nine years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Before joining Exos Wealth Strategies in 2020, he worked at Centric Advisors, LLC from 2016 to 2020 and operated JML Consulting from 2015 to 2016. Outside of investment advisory, he owns a mortgage brokerage, Exos Mortgage Company, LLC, where he assists clients with home lending and refinancing. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans with investment management, financial planning, and retirement plan consulting. The firm focuses on individualized asset allocations primarily using mutual funds and ETFs, conducts ongoing portfolio reviews, and may recommend private fund investments to qualified clients.

Jeffrey Gonzales is a financial advisor at KWM Partners LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at TIAA-CREF and Wells Fargo Clearing Services. He is also active as an insurance agent with Kaia Insurance Group, LLC. KWM Partners LLC provides discretionary asset management and financial planning services primarily to pooled vehicles, institutional clients, and business entities. The firm employs Modern Portfolio Theory and Monte Carlo planning techniques in managing portfolios on a discretionary basis.

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.

William Paladino Jr. is the principal advisor at Paladino Wealth in Montgomery, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Kms Financial Services, Inc. and concurrently serves as a pilot for United Airlines. Paladino Wealth provides discretionary portfolio management to individual and high-net-worth clients, employing a combination of analytical methods and both short-term and long-term trading strategies. The firm is notable for its use of derivatives within separately managed accounts and manages approximately $144 million in discretionary assets.

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.

Christy Hayes is a Series 65-licensed financial advisor with Artesa Financial Group in Conroe, TX, and has 11 years of industry experience. She has been with Artesa Financial Group since 2016 and is also involved with Asset Guardian, LLC, a licensed insurance agency. Artesa Financial Group provides wealth management and discretionary portfolio management primarily to individual clients, using a risk-first allocation approach that incorporates fundamental and technical analysis, third-party research, and risk-scoring tools. The firm serves both high-net-worth and non-high-net-worth households, offering services that include asset allocation, portfolio construction, and advice on employer-sponsored retirement plans and various investment products.

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.

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.

Eduardo Lucca is a financial advisor with Mellig Group, LLC in The Woodlands, TX, holding a Series 65 designation and nine years of industry experience. He has equity ownership in Almansa Holdings LLC, Mellig Consulting, Inc., and Infinity Regional LLC, a consumer discretionary company. Lucca has worked at Mellig Group since 2016 and has additional experience with Mellig Consulting and Mell Investment Group. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, including accredited and high-net-worth investors, offering portfolio management and financial planning for taxable, retirement, and foreign investment accounts. The firm uses a blend of fundamental, technical, quantitative, and macroeconomic analysis combined with AI tools to guide investment decisions and manages a range of strategies while maintaining capabilities to advise on non-U.S. securities and serve a significant international client base.

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.

Lauren Shanks is a financial advisor at KWM Partners LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Faykus Financial LLC and Texas Insurance Services. Outside of her advisory role, she is co-owner of Life of Zoebear LLC, a shelter animal passion project. KWM Partners LLC provides discretionary asset management and financial planning services primarily to pooled vehicles, institutional clients, and business entities. The firm employs Modern Portfolio Theory and Monte Carlo planning techniques to construct portfolios managed on a discretionary basis.

Thomas Balestrery is a CFA® charterholder with six years of industry experience. He is currently an advisor at NovoDyn Advisors LLC and has been involved with Appian Capital since 2003, where he serves as owner and president. NovoDyn Advisors is a dual-registered investment adviser and Commodity Trading Advisor offering separately managed accounts through systematic trading programs that combine futures-based market replication with a rules-based overlay and machine-learning models developed by an affiliated firm. The firm serves individual investors and accounts referred by registered investment advisers without operating pooled vehicles or wrap programs.