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 18 years of industry experience, currently serving at CHJ Wealth Management. He has held roles at Carlton Hofferkamp & Jenks Wealth Management and Purshe Kaplan Sterling Investments since 2010. Hernandez also works as an insurance agent, assisting clients with term insurance needs. CHJ Wealth Management is a five-advisor team managing approximately $540 million for individuals, trusts, charities, and business entities. The firm provides tailored portfolio management on a discretionary basis, combining fundamental and technical analysis, and emphasizes individualized account-level service.

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 at Summa Corp. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Investment Placement Group, Insight Securities Inc., and Laradorbecker Securities Corporation. Outside of his advisory roles, he has a passive investment in Masters Destillers, LLC, which produces and markets Salvador Mezcal. Summa Corp. provides investment advisory, supervisory, consulting, and family office services to individuals, high-net-worth clients, corporations, and other investment advisers. The firm emphasizes long-term capital preservation and positive absolute returns through fundamental analysis, diversification, and a broad range of instruments, serving both domestic and notable non-U.S. clients.

George Williamson is a CFP®, ChFC®, and Series 65 credentialed advisor with seven years of industry experience. He has been with Peirce Capital Management, LLC since 2018 and previously worked at Grove Street Fiduciary and LIMLIM Illustration. Outside of his advisory role, he serves as treasurer for the Glen Park Ranch Homeowners Association. Peirce Capital Management is a five-advisor registered investment adviser managing over $534 million for approximately 165 clients, including individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing no-load mutual funds and ETFs and providing additional services such as retirement plan advisory and financial planning consultation.

Victor Bujanda is a financial advisor with Banorte Asset Management, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at Banorte Asset Management and Banorte Securities International since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a focus on Latin American clients, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through customized portfolios, various investment vehicles, and a wrap-fee digital advisory program.

Ashley Owens is a financial advisor at Avion Wealth with one year of industry experience. She holds a Series 66 designation and has worked at several firms since 2023, including Provident Wealth Advisors and Schroeder Wealth Advisors. Prior to her advisory career, Owens held positions in retail and service industries. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers services tailored to clients’ objectives, risk tolerance, and time horizon.

William Warren is a financial advisor at Rhame & Gorrell Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked at Texas Dow Employees Credit Union, Starfox Financial Services, PurePoint Financial, and MUFG Union Bank. Outside of his advisory role, he manages Barcelo Legacy LLC, a real estate venture involving single-family rental properties. Rhame & Gorrell Wealth Management is a team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, utilizing in-house Tactical Asset Allocation models and a range of investment strategies tailored to client objectives.

Samanta Chirico Eliaz is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 credential and approximately one year of industry experience. Prior to joining Rhame & Gorrell, she worked at The Mather Group and held various roles in education and music instruction. Rhame & Gorrell Wealth Management is a team of 15 advisors managing over $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management, employing tactical asset allocation models and offering services including retirement and estate planning.

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.

Benjamin Fedorko is a financial advisor at Endeavor Advisors, LLC with one year of industry experience. He holds a Series 65 license and previously worked at TRB Wealth Management, The Northern Trust Company, Gray, Reed & McGraw LLP, and Bracewell LLP. Endeavor Advisors, LLC provides discretionary investment management, family office and wealth management, financial planning, and consulting services to individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm manages approximately $559.5 million in discretionary assets and emphasizes long-term portfolio construction using a range of securities and independent managers.

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 since 2023. She previously worked at Avion Wealth (formerly Efficient Wealth Management) for six years. Outside of finance, Nash is a co-owner of a storage facility business. Rhame & Gorrell Wealth Management is a team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management using tactical asset allocation models overseen by an investment committee.

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.

Elsa Cazares is a CFP® professional with 26 years of experience in financial advising. She has been with Outlook Wealth Advisors, LLC since 1996 and also worked at GF Investment Services, LLC from 2011 to 2018. Outside of her advisory role, she owns rental properties. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm offers tailored portfolio construction and fiduciary oversight across multiple offices, managing over $543 million in assets as of December 2024.

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 at AWM Financial Services Inc. with one year of industry experience. He holds the Series 65 designation and previously worked at OSAIC, Securities America, Inc., and was self-employed. Prior to his advisory career, he was involved with 4Kings Cattle Co. for five years and held roles in higher education at Stephen F. Austin State University School and Schreiner University. AWM Financial Services provides discretionary portfolio management, financial planning, pension consulting, and third-party manager selection for individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm employs a model-based investment approach combining quantitative, fundamental, technical, and economic analysis, managing approximately $320.6 million in discretionary assets.