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.

James Roth is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is the principal advisor at Roth Financial Partners LLC, where he has worked since 2020, following seven years at Raymond James Financial Services Advisors. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, utilizing fundamental and technical analysis to implement diverse investment strategies across multiple asset classes.

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.

Peter Roth is a CFP® with 43 years of industry experience, currently serving at Roth Financial Partners LLC since 2020. His prior experience includes roles at Raymond James Financial Services Advisors and UBS Financial Services. Roth Financial Partners LLC offers discretionary investment advisory services and financial planning to individuals, business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a mix of individual equities, fixed income, mutual funds, and ETFs, and utilizes independent managers through the Raymond James Consulting Services wrap program.

Job Louimeus is a Chartered Financial Consultant (ChFC®) and holds Series 65 and Series 63 licenses with nine years of industry experience. He has worked at Exos Wealth Strategies since 2020 and previously spent four years at Centric Advisors, LLC, as well as one year at JML Consulting. Outside of his advisory role, Louimeus owns a mortgage brokerage, Exos Mortgage Company, LLC, where he assists clients with home loans and refinancing. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, performs due diligence on private placements, and can act in ERISA fiduciary capacities when engaged.

Bryan Powell is a Series 65 licensed financial advisor with Stability Partners Advisory Group, LLC, bringing 15 years of industry experience. He has held roles at Stability Partners since 2010 and is also the managing partner of an insurance sales business. In addition, he owns Stability Partners Property Management, Inc. Stability Partners Advisory Group provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, managing approximately $141 million in discretionary assets primarily through model portfolios.

Robert Pascarella is a financial advisor at Peerless Wealth with two years of industry experience. He holds a Series 65 designation and has prior roles at Peerless ETFs, LLC and Entergy Services, Inc., where he is also a licensed professional engineer in Texas for thermal/fluid systems. Peerless Wealth serves individuals, families, trusts, business entities, charities, and qualified retirement plans, providing financial planning, discretionary investment management, and consulting services. The firm uses a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing custom client portfolios, model portfolios, and acting as a sub-adviser to an exchange-traded fund.

Christo Zgourides is a financial advisor at Redfish Capital with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities and Comcast. He also serves as a board member for AHEPA 29, Inc. and works as an insurance agent with Guardian Life Insurance. Redfish Capital offers discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and businesses. The firm employs a blend of fundamental and technical analyses and integrates insurance and accounting services through affiliated businesses.

Shelbie Benitez is a financial advisor at McAlister, Sweet & Associates, Inc. in Houston, TX, holding a Series 65 designation with four years of industry experience. Prior to joining the firm, she worked at BKD, LLP for five years. Benitez also provides tax preparation services to individuals and business entities as part of the firm's advisory offerings. McAlister, Sweet & Associates serves individuals, families, high net worth clients, and business entities, managing approximately $224 million in client assets. The firm employs a range of analysis methods and investment strategies, primarily managing assets on a discretionary basis, and offers a wrap fee program that includes tax preparation services.

Kaye Riggs is a financial advisor with Saint Francis Capital in Houston, TX, holding a Series 65 designation and 15 years of industry experience. She has been with Saint Francis Capital since 2013. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios based on fundamental valuation, technical indicators, and macroeconomic factors. The firm oversees approximately $37.6 million in discretionary assets and develops tailored investment policies according to clients’ objectives, risk tolerance, and liquidity needs.

Rodolfo Oropeza is a financial advisor with Crosswell Family Wealth Advisors in The Woodlands, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Crosswell Advisors, LLC since 2009. Outside of advisory work, Oropeza provides general business management consulting services for a family office and is a member of Crosswell Consulting Services, LLC, dedicating significant time to these consulting activities. Crosswell Family Wealth Advisors serves individuals, business entities, estates, and charitable organizations, managing approximately $80.6 million across about 53 client relationships. The firm offers discretionary and non-discretionary portfolio management and consulting services, emphasizing capital preservation, return maximization, and risk management through experienced judgment and a broad range of investment instruments.

Eduardo Giralt is a financial advisor at Direwolf Wealth Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Forte Securities LLC and Alveo Wealth Management, LLC prior to his current role. Outside of Direwolf, Mr. Giralt provides advisory services to clients of Grupo Bursátil Mexicano in Mexico in an independent capacity. Direwolf Wealth Management primarily serves high-net-worth individuals, offering discretionary portfolio management and hourly consulting. The firm employs a combined top-down market analysis, fundamental security evaluation, and selective technical analysis approach, emphasizing diversification and risk management.

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.

Eduardo Lucca is a financial advisor with Mellig Group, LLC in The Woodlands, TX, holding a Series 65 designation and nine years of industry experience. He has equity ownership in Almansa Holdings LLC, Mellig Consulting, Inc., and Infinity Regional LLC, a consumer discretionary company. Lucca has worked at Mellig Group since 2016 and has additional experience with Mellig Consulting and Mell Investment Group. Mellig Group, LLC serves individuals, trusts, companies, and institutional clients, including accredited and high-net-worth investors, offering portfolio management and financial planning for taxable, retirement, and foreign investment accounts. The firm uses a blend of fundamental, technical, quantitative, and macroeconomic analysis combined with AI tools to guide investment decisions and manages a range of strategies while maintaining capabilities to advise on non-U.S. securities and serve a significant international client base.

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.

Thomas Balestrery is a CFA® charterholder with six years of industry experience. He is currently an advisor at NovoDyn Advisors LLC and has been involved with Appian Capital since 2003, where he serves as owner and president. NovoDyn Advisors is a dual-registered investment adviser and Commodity Trading Advisor offering separately managed accounts through systematic trading programs that combine futures-based market replication with a rules-based overlay and machine-learning models developed by an affiliated firm. The firm serves individual investors and accounts referred by registered investment advisers without operating pooled vehicles or wrap programs.

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.