John Asta Jr. is a financial advisor at Gateway Wealth Partners, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates, Elevation Advisory Partners, LLC, and Silver Oak Securities. Outside of his advisory roles, he serves as a mentor to college students through the Villanova University Mentor Program. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting services, typically using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers while employing both fundamental and technical analysis.

Lee Porter is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations in 2026, he worked at Vital Retirement Planners, Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Larry Mahoney is a CFP® with 16 years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2017. Prior to that, he worked at Tucker Asset Management and has operated his own financial practice since 1987. He is also involved with the American Financial Education Alliance as a chapter president, where he conducts educational seminars. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model with a focus on documenting client objectives and risk tolerance through various analytical tools.

Ziaul Khondker is a financial advisor at Gradient Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Life Insurance Company, Park Avenue Securities, Allstate Insurance Company, and The Prudential Insurance Co. of America. Khondker is also the owner and Investment Advisor Representative of Navigro Financial, a financial planning firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

Preston Snow is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is affiliated with Avidian Wealth Solutions and has previously worked at J.P. Morgan Securities. Outside of his advisory role, he owns and oversees farm and ranch activities through PNPR Interest, LLC. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, providing a range of investment management and financial planning services.

Mark Countryman is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Capital Analysts. He has been with Lincoln Investment Planning, Inc. for 21 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide its managed portfolios.

Adrian Gonzalez is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment and Operation HOPE. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a range of programs and utilizes an in-house Investment Management & Research team that employs proprietary screening processes and model portfolios.

Caitlin Little is a financial advisor at Capital Analysts with Series 63 and Series 65 designations and four years of industry experience. She previously worked at Dearborn & Creggs and CBS News. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, with investment options ranging from model portfolios to custom solutions and third-party managers.

Richard Young Jr. is a financial advisor with HBW Advisory Services LLC in Missouri City, TX, holding a Series 65 credential and one year of industry experience. Prior to joining HBW Advisory Services in 2024, he was retired from 2018 to 2024 and worked at the Federal Aviation Administration from 1991 to 2018. HBW Advisory Services manages approximately $1.75 billion in assets and offers a mix of discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach including tactical asset allocation and multi-manager diversification, and is notable for its high client load per advisor and institutional and intermediary roles.

Jeannie Martinez is a financial advisor at Hilltop Securities Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including PNC Investments and BBVA Wealth Solutions. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients, managing approximately $2.25 billion in assets. The firm offers a range of advisory programs through an open-architecture platform and features municipal bond strategies co-advised by Franklin Templeton Group and Western Asset Management.

David Sabonghy is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Avidian Wealth Solutions, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Outside of his advisory role, he is president of Sabonghy Interests LLC, an oil and gas business. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolio management focused on fundamental analysis and long-term, buy-and-hold strategies, along with access to third-party sub-advisers and a range of investment tools.

Andrew Miller is a CFP® with 24 years of industry experience, currently serving at Independent Solutions Wealth Management, LLC. His prior experience includes roles at NEXT Financial Group and Ameriprise. Miller is also involved in advisory consulting and business development through his affiliations with Independent Solutions Wealth Management and Peak Brokerage Services. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets, offering financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm emphasizes strategic asset allocation and a manager selection process centered on in-house due diligence and portfolio monitoring.

William Leake is a financial advisor with Sequent Planning, LLC who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Sequent Planning since 2018 and previously spent five years with Proequities, Inc. In addition to his advisory role, Leake serves as a branch manager at Futurity First Insurance Group, where he is involved in insurance sales. Sequent Planning, LLC is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, comprehensive financial planning, and retirement-plan services through a network of investment adviser representatives, employing a structured risk framework and diversified investment approaches.

Stewart Jacobson is a CFP® with 41 years of experience in the financial industry, currently serving at Capital Analysts. He has held roles with Lincoln Investment Planning, PMP Research, and the First Colony Municipal Utility District. Jacobson is President and CEO of Dearborn & Creggs Insurance Agency and serves on the Sugar Land City Council, in addition to being a board member of the ARC of Fort Bend County. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations, providing discretionary and non-discretionary portfolio management along with access to third-party managers. The firm’s investment decisions are guided by an in-house research team and include various model portfolios and custom solutions.

John Sicola is a ChFC® and Series 63 designated advisor with seven years of industry experience. He is currently with Gradient Advisors, LLC and previously worked at AE Wealth Management, The Lloyd Financial Group, and operated his own firm, Sicola Advisory Group, for five years. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal charity organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, delivering these through a network of Investment Advisor Representatives and third-party money managers. The firm uses a largely non-discretionary model, incorporating fundamental, technical, and cyclical analysis in portfolio management, and oversees approximately $1.39 billion in total platform assets.

Summer Roberts is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Foundations in 2023, she worked at AE Wealth Management, LLC for four years and has been involved with Impact Partners Financial, LLC since 2010, where she serves as CEO. Outside of advisory work, she is president and chairman of the board at Lola Business Development, Inc., and serves as a board member and treasurer for The Galloway School, a private Christian school. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis and works with model portfolios and multiple third-party sub-advisers to deliver customized investment advice.

Gerald Brooks is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has 25 years of industry experience, including his current role and his longstanding position with Momentum Financial Group. Brooks is the founder of Momentum Financial Group’s insurance agency, where he actively provides fixed indexed annuities and life insurance products. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and provides services through a large network of affiliated offices and representatives.

Jesse Carrillo is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at Lincoln Investment since 2016 and at Dearborn & Creggs since 2015. Outside of his advisory role, he is the co-founder of Rooted Life, an education consulting venture where he speaks and facilitates on topics related to education and leadership. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment research team and a proprietary mutual fund screening process.

Kristen Hrncir is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Capital Analysts. Her prior roles include positions at Lincoln Investment, Agia, and Valic Financial Advisors. She is a managing member of KLH Financial LLC and a partner at Red River Wealth Advisors, and she also works as an insurance agent. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening tools, with a model that supports advisors’ outside business activities alongside advisory services.

Danielle Davis is a financial advisor at ON Investment Management Company with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity and Guaranty, American General Life Insurance, and AIG Capital Services. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management and incorporates third-party investment programs alongside its proprietary services.