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 at Wealth Management Investment Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Wealth Management Investment Advisors since 2014. He also has an ownership role at Sonnet, LLC, where he provides portfolio management services, and serves as managing member of Galmont, LLC. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, offering comprehensive financial planning, consulting, and third-party money manager selection and oversight. The firm advises on asset allocation and goals, placing assets with external managers, and utilizes negotiated or fixed fee arrangements rather than traditional asset-based fees.

Clifton Mc Millan is a financial advisor at White Wing Wealth Management, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with White Wing Wealth Management since 2015. White Wing Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting primarily to individual clients, including high-net-worth households, and other business entities. The firm emphasizes diversified portfolios based on Modern Portfolio Theory and operates a private fund through its affiliation with White Wing Capital Partners, LLC.

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® professional with 11 years of experience in the financial services industry. He currently works at NHABLA, where he has been since 2024. Prior to joining NHABLA, Ortega held roles at Charles Schwab and Fidelity. NHABLA LLC provides investment management and comprehensive financial planning to individuals, families, and small businesses. The firm employs a Modern Portfolio Theory framework combined with passive management and rules-based model portfolios, focusing on a low client-to-advisor ratio and offering access to alternative investments alongside proprietary strategies.

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 financial advisor at Stability Partners Advisory Group, LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with Stability Partners entities since 2010. Outside of advisory work, he serves as managing partner of an insurance sales business. 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, primarily implementing client accounts through model portfolios tailored to client objectives and risk tolerances.

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.

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.