Roberto Ortega is a CFP® professional with 11 years of experience in the financial services industry. He currently works at NHABLA, where he has been since 2024. Prior to joining NHABLA, Ortega held roles at Charles Schwab and Fidelity. NHABLA LLC provides investment management and comprehensive financial planning to individuals, families, and small businesses. The firm employs a Modern Portfolio Theory framework combined with passive management and rules-based model portfolios, focusing on a low client-to-advisor ratio and offering access to alternative investments alongside proprietary strategies.

Peter Roth is a CFP® with 42 years of experience in the financial industry. He is the principal at Roth Financial Partners LLC, where he has worked since 2020. Prior to that, he held advisory roles at Raymond James Financial Services Advisors and related entities from 2010 to 2020. 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, employing fundamental and technical analysis across various asset classes and utilizing independent managers and wrap programs.

Job Louimeus is a financial advisor at Exos Wealth Strategies, LLC with nine years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Exos in 2020, he worked at Centric Advisors, LLC and operated his own consulting practice. Outside of advisory services, he owns a mortgage brokerage business where he assists clients with home loan and refinancing needs. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, offers discretionary and non-discretionary services, and has affiliated private pooled investment vehicles.

Bryan Powell is a financial advisor at Stability Partners Advisory Group, LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with Stability Partners entities since 2010. Outside of advisory work, he serves as managing partner of an insurance sales business. 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, primarily implementing client accounts through model portfolios tailored to client objectives and risk tolerances.

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.

Adam Threadgill is a CFP® professional with 11 years of experience, serving as an advisor at Threadgill Financial, LLC since 2015. He holds a Series 65 license and operates from The Woodlands, TX. Threadgill is the owner of two dormant LLCs, Liberty Brew Works and Liberty Brewing, both reserved for potential future use. Threadgill Financial, LLC is a registered investment adviser managing over $400 million in discretionary assets for individual and high-net-worth clients. The firm uses a blend of fundamental analysis and low-cost ETFs in its investment approach and operates with a small team of two advisors serving approximately 381 client relationships.

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 provides discretionary and non-discretionary investment management, financial planning, and retirement consulting to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a modern portfolio theory approach, tailoring asset allocations based on client risk profiles and regularly rebalancing portfolios.

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.

Daniel Bingham Jr. is a financial advisor with Peirce Capital Management, LLC and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Steward Partners Investment Advisory, Raymond James Financial Services, and RBC Capital Markets. He has been with Peirce Capital Management since 2020. Peirce Capital Management is a five-advisor team managing discretionary assets for individuals, trusts, retirement plans, charities, and businesses. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, primarily using no-load mutual funds and ETFs, and offers services including retirement plan advisory and financial planning consultations.

Ward Molen is a financial advisor with Centric Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at multiple firms including 1st Global Insurance Services and Cetera Advisors, and serves as president of Molen & Associates, LLC, a tax preparation and accounting services business. Molen is also involved in mobile app development through a partnership in Molen Tax App, LLC. Centric Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies, offering tailored financial plans and discretionary portfolio management.

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.