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.

Brian Sak is a CFP® and ChFC® professional with 22 years of industry experience. He is affiliated with Granite Harbor Advisors, INC., where he has worked since 2015 and its related entity Granite Harbor Group since 2016. Outside of his advisory work, he serves as president and secretary of Last Diamond Hunting Group, LLC, a management role involving lease dues, game harvesting, and property maintenance. Granite Harbor Advisors serves individual and high-net-worth clients, as well as institutional sponsors including retirement plans and insurance companies, offering asset management, financial planning, and retirement plan consulting. The firm also sponsors multiple private funds and provides advisory and operational support for pooled investment vehicles, utilizing a broad range of public and private securities in its portfolio construction.

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.

Benjamin Hadley is a financial advisor at Skybound Wealth USA with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brite Advisors USA, Inc. for 10 years before joining Skybound Wealth Management USA, LLC. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm uses a centralized investment governance framework and manages most client assets on a non-discretionary basis, with a focus on coordinated estate planning and a range of structured product offerings.

David Luedecke Jr. is a financial advisor at Diamond Client Group, LLC in The Woodlands, TX, with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and financial planning. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment process, and supports client participation in private placements and alternative investments.

Brenda Garcia Ayala is a financial advisor at Banorte Asset Management, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VectorGlobalWMG, Inc. from 2014 to 2021. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a largely international client base with a focus on Latin America.

Luis Jimenez Perez is a financial advisor at MMBG Investment Advisors Co. with a Series 65 credential and one year of industry experience. Prior to joining MMBG, he worked for Banco Santander International for seven years and Banco Santander Mexico for six years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines macro analysis with fundamental security selection, offering customized portfolios that include equity and fixed-income holdings tailored to client objectives.

Andrew King is a financial advisor with AWM Financial Services Inc. in The Woodlands, TX. He holds a Series 65 designation and has two years of industry experience. Prior to joining AWM Financial Services, King worked at OSAIC and Securities America, Inc., and was involved with 4Kings Cattle Co. for five years. AWM Financial Services provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach integrates quantitative, fundamental, technical, and economic analysis to guide model-based portfolio decisions and may use third-party managers alongside its discretionary accounts.

Jake Ranostaj is a financial advisor at Stenger Family Office, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase and Cetera Investment Services. Stenger Family Office manages approximately $735 million for a diverse client base including individuals, trusts, and charitable organizations. The firm offers financial planning, portfolio management, family office services, and pension consulting, utilizing factor analysis and fundamental security analysis to tailor client portfolios.

Jack Freeman is a CFP®-certified financial advisor with Rhame & Gorrell Wealth Management, based in The Woodlands, TX, and has one year of industry experience. Before joining Rhame & Gorrell, he worked at PricewaterhouseCoopers and held various roles including at Tulane University and Fidelity Investments. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses a range of analytical approaches and a Tactical Asset Allocation Program overseen by an in-house committee, and it coordinates tax and estate planning services through affiliated accounting and law firms.

Alexander Liepman is a financial advisor at Kingwood Investment Group with nine years of industry experience. He holds the Series 66 designation and previously worked at Next Financial Group, Inc. for eight years and Brooks Brothers for one year. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing a combination of asset allocation, dollar-cost averaging, technical analysis, and varied investment strategies tailored to client objectives and risk tolerances. The firm also offers managed account programs and participant account oversight for retirement plan assets.

Kumar Patel is a financial advisor at Skybound Wealth USA with a Series 65 designation and two years of industry experience. Prior to joining Skybound Wealth USA, he worked in technology and consulting roles at firms including nCino and ComplyAdvantage. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and specialized cross-border pension advice, including UK pension transfers. The firm emphasizes a centralized investment governance framework and primarily provides non-discretionary advice while maintaining international affiliations and a suite of related financial services.

Jeffrey Savois is a financial advisor at Diamond Client Group, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Vanderbilt Financial Group and Mass Mutual Investors Services. His work includes providing investment advice, financial planning, and insurance sales focused on life, dental, health, and long-term care products. Diamond Client Group serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and financial planning. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment process and supports client participation in private placements and affiliated private funds.

Randolph Burch III is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation. He has one year of industry experience with prior roles at PlainsCapital Bank and Ameriprise. Outside of finance, he has teaching experience at the University of Houston. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, high-net-worth clients, foundations, pensions, endowments, and 401(k) plans. The firm employs a values-based, tailored asset-allocation approach that includes individual stocks, bonds, ETFs, and options within portfolios.

Aaron Buitron Romero is a financial advisor at Banorte Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banorte Asset Management since 2018, also working with Banorte Securities International, Ltd. since 2013. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a largely international clientele with a focus on Latin America.

Ashton Edwards is a financial advisor with AWM Financial Services Inc. based in The Woodlands, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining AWM Financial Services Inc., he worked at Republic Finance LLC and spent four years at the C.T. Bauer School of Business. AWM Financial Services Inc. provides portfolio management, investment analysis, financial planning, pension consulting, and third-party advisor selection for a diverse client base including individuals, high net worth individuals, trusts, estates, corporations, and retirement plans. The firm employs a multi-disciplinary investment process that combines quantitative, fundamental, technical, cyclical, and economic analyses and manages approximately $233.7 million in discretionary assets for over 1,300 clients.

Joel Davis is a financial advisor with AWM Financial Services Inc., holding a Series 65 designation and having one year of industry experience. Prior to joining AWM Financial Services in 2026, he worked at Bolton Law Firm and Howard Capital Management, among other roles. AWM Financial Services provides discretionary portfolio management, financial planning, pension consulting, and selection of third-party managers for individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm employs a model-based investment process that integrates quantitative, fundamental, technical, and economic analysis and manages approximately $320.6 million in discretionary assets.

Kyle Nickerson is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Rhame & Gorrell Wealth Management since 2016, including its predecessor entities, and previously worked at Sanders Morris LLC. 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 and uses a mix of fundamental, technical, charting, and cyclical analysis to tailor asset allocations, implementing model portfolios through a Tactical Asset Allocation Program overseen by an in-house committee.

Garett Steele is a financial advisor at Rhame & Gorrell Wealth Management in The Woodlands, TX, holding a Series 65 credential with one year of industry experience. His background includes roles at the University of Houston, Saltgrass Steakhouse, Sam Houston State University, and Conroe ISD. Rhame & Gorrell Wealth Management provides financial planning, consulting, and discretionary investment management to individual investors, high-net-worth clients, and business entities. The firm employs a tactical asset allocation approach supported by an in-house investment committee and offers integrated tax and estate-planning services through affiliated accounting and legal practices.

Mario Hank is a financial advisor at Banorte Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Banorte Asset Management since 2021 and Banorte Securities International, Ltd. since 2016. Outside of his advisory role, he manages a home rental property in Houston, Texas. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios, model portfolios ranging from fixed income to global equities, and integrates digital platforms through third-party sub-advisers, serving a primarily international client base with a significant presence in Latin America.