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.

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 63, 65, and 66 licenses and previously worked at NYLIFE Securities LLC and New York Life. Outside of his advisory role, Uzoukwu serves as a non-compensated member of the Board of Governors for Dover College and is a non-executive member of the board of directors for Guinea Plc. Dynamique Capital Advisors primarily serves high-net-worth individuals and plan sponsors, offering discretionary portfolio management, qualified retirement plan consulting, and financial planning. The firm employs a tactical asset allocation approach using fundamental, technical, cyclical, and event-driven analysis, and manages approximately $25 million across about ten client relationships.

Steven Frueh is a financial advisor at Wealth Management Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Sonnet, LLC, Regal Investment Advisors LLC, Onyx Wealth Advisors, Inc., and Valic Financial Advisors. He is also a managing member of Galmont, LLC. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches. The firm provides comprehensive financial planning and consulting, advising on goals and asset allocation while referring assets 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.

Clark Blackman III is a CFP®, CFA®, and PFS™ with 11 years of industry experience. He has worked at Alpha Wealth Strategies, LLC since 2019 and previously held roles at AG Installers and Patriot Wealth Management, Inc. Clark is based in Cypress, TX. Alpha Wealth Strategies serves individual investors, high-net-worth clients, trusts, estates, and closely held corporate accounts with discretionary portfolio management, manager selection, and segmented financial planning. The firm employs a long-term, mean/variance optimization approach grounded in modern portfolio theory, emphasizing diversified asset allocation and periodic rebalancing rather than market timing.

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.