Marc Sony is a financial advisor with Camden Wealth Advisors LLC in Kingwood, TX, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been affiliated with Northeast Securities, Inc. and Camden Wealth Advisors since 2009. Camden Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals, families, trusts, and institutions. The firm employs customized investment strategies and provides consolidated reporting, third-party manager referrals, and both long- and short-term investment approaches.

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.

Nicole Gale is a financial advisor with Wealth Management Investment Advisors, LLC in Spring, TX. She holds a Series 65 designation and has one year of industry experience. Prior to her current role, she worked at Standard Of Greatness, LLC and Jackson Henry Mortgage, LLC. Outside of advising, she is the managing member of Voice Standard, LLC, a company providing voice-over services. Wealth Management Investment Advisors is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and selecting third-party money managers, typically without taking custody of client assets.

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.

Danny Allizadeh is a financial advisor at Position Wealth with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Position Wealth, he worked at Merrill Lynch for nine years. Outside of his advisory role, he serves as Board Member and Treasurer for the Rotary Club of Harris County Medical Center, a charitable organization. Position Wealth provides discretionary investment and wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm operates as a small team managing approximately $242 million in assets, with tailored portfolios that incorporate a range of investment strategies and ongoing monitoring of selected Independent Managers.

Kesa Ennen is a financial advisor at Saber Capital Management LLC in Humble, TX. She holds the Series 65 designation and began her advisory role at Saber Capital Management in 2024. Prior to this, she worked as a self-employed contractor from 2019 to 2026. Saber Capital Management LLC provides discretionary investment management to individual clients and entities, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach focused on detailed financial analysis, concentrated holdings, and a long-term horizon.

Reid Pierson is a financial advisor at FMSA with a Series 65 designation and three years of industry experience. Prior to joining FMSA, he worked at World Financial Group, Inc. for four years. He also provides accounting and bookkeeping services on a contract basis for a nonprofit Baptist church. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts, managing approximately $216 million for over 1,200 clients. The firm offers comprehensive financial planning and discretionary portfolio management through a fundamental, research-driven investment approach tailored to each client’s objectives.

Jeffrey Newkirk is a Series 65-registered advisor with IAS Wealth Management, Inc. in The Woodlands, TX, bringing two years of industry experience. He founded Understandable Solutions, a business consulting and executive coaching firm specializing in leadership, professional growth, and business performance analysis, which he is currently winding down while transitioning clients to IAS Wealth Management. IAS Wealth Management, Inc. is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, and business owners with discretionary portfolio management and financial planning. The firm utilizes a team-based investment committee approach to maintain a select list of investments and emphasizes diversification, tax-aware implementation, and long-term positioning.

Alonso Valenzuela Del Rio is a financial advisor at Summa Corp. with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Goldman Sachs & Co. for 11 years. Summa Corp. provides investment advisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other investment advisers. The firm emphasizes long-term capital preservation and seeks positive absolute returns through fundamental analysis and diversification, managing over $1.58 billion in assets with a focus on investment management and consulting rather than standalone financial planning.

Hunter Hernandez is a CFP® professional with 19 years of industry experience, currently with CHJ Wealth Management. He has worked with Carlton Hofferkamp & Jenks Wealth Management since 2010 and previously with LPL Financial. Hernandez also assists clients with term insurance purchases outside of his advisory role. CHJ Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, trusts, and businesses, offering customized investment management and comprehensive financial planning. The firm manages approximately $600 million in discretionary assets, tailoring portfolios using both fundamental and technical analysis.

Elizabeth Brady is a Series 65-licensed financial advisor with Avion Wealth in The Woodlands, TX. She has 12 years of industry experience and has been with Avion Wealth, formerly Efficient Wealth Management, since 2012. Avion Wealth serves individuals, trusts, charitable organizations, and business entities with discretionary portfolio management, comprehensive financial planning, and advanced planning services. The firm applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to client objectives and risk tolerance, and has recently added options trading and writing to its capabilities.

Rodrigo De La Garza is a financial advisor with Summa Corp. in The Woodlands, TX, holding Series 63 and 66 licenses and bringing 31 years of industry experience. His career includes roles at Investment Placement Group, Insight Securities Inc., Laradorbecker Securities Corporation, and Lba Advisors LLC. Outside of advisory work, he has a passive investment in Masters Destillers, LLC, a company involved in the production, distribution, and marketing of Salvador Mezcal. Summa Corp. provides investment advisory, supervisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other advisers, including a notable non-U.S. client base. The firm emphasizes long-term capital preservation and positive absolute returns through fundamental analysis and diversified strategies, managing over $1.58 billion in assets and engaging in sub-advisory arrangements that support cross-border referrals.

Victor Bujanda is a financial advisor at Banorte Asset Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, nA, and Invex, Inc. His outside business activities do not include any relevant client-facing roles. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts and charitable organizations, with a focus on Latin American, particularly Mexican, clientele. The firm offers discretionary and non-discretionary portfolio management through customized portfolios and a range of investment options, including a white-label digital advisory program.

Ashley Owens is a financial advisor at Avion Wealth with two years of industry experience and holds the Series 66 designation. Prior to joining Avion Wealth, Owens worked at Provident Wealth Advisors, OSAIC Wealth, and Schroeder Wealth Advisors, each for about one year. Outside of financial services, Owens has experience in retail and repair services. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management alongside comprehensive financial and advanced planning services. The firm employs a structured approach called the “Avion Wealth Formula,” emphasizing long-term, buy-and-hold asset allocation tailored to clients’ goals and risk tolerance and supported by a broad investment offering including ETFs, options, futures, and private partnerships.

William Warren is a financial advisor with Rhame & Gorrell Wealth Management in The Woodlands, TX. He holds a Series 65 credential and has two years of industry experience, including prior roles at Texas Dow Employees Credit Union and Starfox Financial Services. Outside of finance, he is involved with Barcelo Legacy LLC, where he manages communication with property managers for real estate operations. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm employs a tactical asset allocation approach supported by an in-house investment committee and maintains affiliations with accounting and law practices to coordinate tax and estate planning services.

Samanta Chirico Eliaz is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Rhame & Gorrell, she worked at The Mather Group and held positions in education and music instruction. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset allocation approach and coordinates with affiliated accounting and law firms to offer integrated tax and estate-planning services.

John Alyo is a financial advisor at Harvest Investment Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Harvest Investment Services since 2011, following a prior tenure at Proequities, Inc. He also serves as the designated principal and office manager at Harvest Financial Planning Group. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and operates through a multi-advisor team structure across several offices.

Mark Manber is a financial advisor with Investment Research Corp who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Investment Research Corp since 2017 and concurrently at World Capital Brokerage, Inc. since 2007. Outside of his advisory role, Manber is a self-employed tax professional during tax season and also works as a customer service representative for United Air Lines. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad range of investment products with both discretionary and non-discretionary management options.

Brady Cox is a CFP® with two years of industry experience, currently serving as an advisor at The Sum. Prior to this, he worked at Baker Hughes and Mercy Ships. He also manages The Sum Prep, LLC, a tax preparation business associated with his firm, preparing tax returns seasonally for select clients. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm’s approach emphasizes asset allocation and passive investment strategies using index funds and ETFs, complemented by ongoing monitoring, rebalancing, and integrated tax and estate planning.

Cydney Nash is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. Prior to joining Rhame & Gorrell in 2023, she worked for six years at Avion Wealth (formerly Efficient Wealth Management). Outside of financial advising, Nash has an ownership interest in a storage facility co-managed by her spouse. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets, employing a Tactical Asset Allocation Program and coordinating services with affiliated accounting and legal practices.