Austin James is a financial advisor with WJ Interests, LLC, holding a Series 65 credential and beginning his industry career in 2026. His prior experience includes roles at Inscription Capital and various positions outside the financial sector, including at Texas Tech University and Longhorn Steakhouse. WJ Interests, LLC serves individual and high-net-worth families, trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm focuses on strategic asset allocation using external money managers, emphasizes long-term manager relationships, and offers additional services such as succession and exit planning for closely held business owners.

Michael Thompson is a financial advisor at RWM Capital, LLC with 20 years of industry experience. He holds a Series 66 designation and has held roles at firms including Charles Schwab, Northwestern Mutual, and MassMutual. Thompson is also active as an insurance agent with Roberts Wealth Management. RWM Capital, LLC provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm employs tailored asset allocations using model portfolios and sub-advisers, supplemented by third-party quantitative algorithms for tactical and strategic rebalancing across multiple offices.

Morgan Arriaga is a financial advisor at MDT Financial Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining MDT, Morgan worked at Wells Fargo Advisors and has a background in education. MDT Financial Advisors serves individuals, pension plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, and fiduciary services. The firm employs a combination of active and passive investment strategies tailored to clients’ objectives and manages approximately $294 million in discretionary assets.

Michael Gorman is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Liberty Partners Financial Services, LLC since 2015 in addition to his role at Modern Capital Advisors since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies using model portfolios or third-party strategists.

Michael Canonica is a financial advisor with RWM Capital, LLC, holding a Series 65 designation and based in Sugar Land, Texas. He has been affiliated with Roberts Wealth Management and RWM Capital since 2025 and has experience running Canonica Enterprises, Inc. since 2020. Prior to his advisory roles, he spent several years in education at both the high school and junior high school levels. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm utilizes model portfolios, sub-advisers, and algorithmic tools to construct tailored asset allocations and offers services across a broad spectrum of planning topics.

Maria Dembski is a financial advisor with MDX Wealth Management, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Bournehill Investment Services, Slca Capital, Callaway Financial Services, and Huckin Financial Group. She is also the sole proprietor of Capital Markets Consulting, LLC. MDX Wealth Management serves individual clients, including high-net-worth households, as well as trusts, foundations, corporations, and retirement plans. The firm offers wealth and portfolio management with a fundamental research process, providing both discretionary and non-discretionary services across multiple asset types and maintains a network of independently contracted advisers across nine offices.

Anthony Ackerman is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at North Star Wealth Management, The Broughton Investment Group, and Futurity First. He also works as an independent contractor offering insurance products. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm uses a Modern Portfolio Theory-based approach with model portfolios, regular reviews, and offers exposure to mutual funds, ETFs, and digital currency products.

Nicholas McGuire is a CFP® professional with seven years of industry experience. He currently works at WJ Interests, LLC and previously held roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, United Health Care, Lambright Sports and Wellness, and Louisiana Tech University. He serves as a board member for the Louisiana Tech University College of Business Student Managed Investment Fund, where he participates in annual reviews of the student-managed endowment portfolio. WJ Interests primarily serves individual and high-net-worth families, along with trusts, estates, retirement plans, and select corporate clients, managing approximately $634 million across about 233 client relationships. The firm provides ongoing financial planning and discretionary investment management, developing strategic asset allocations and selecting external money managers with an emphasis on long-term relationships.

Ross Wegner is a financial professional with six years of industry experience, currently practicing with Lifestyle Wealth. He holds Series 63 and Series 65 licenses and has previously worked with firms including Cetera Advisors, Lifestyle Financial Advisors, First Allied Securities, and AIG. Wegner also serves as an administrative assistant at Lifestyle Asset Management Inc. Lifestyle Wealth serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing a range of investment strategies that incorporate fundamental, technical, and cyclical analysis.

Michael Wegner is a financial advisor with Lifestyle Wealth, holding a Series 63 designation and over 39 years of industry experience. He has held roles at various firms including First Allied Securities, Cetera Advisors LLC, and Everett Financial Group. Outside of his advisory work, he serves as the treasurer for the nonprofit Knights of Momus and is the president of a homeowners association in Houston, TX. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers with discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services. The firm personalizes portfolios based on client suitability and employs a range of investment strategies, also acting as a model and signal provider to other advisers.

Benjamin Le Boeuf is a financial advisor at Avidian Wealth Solutions with one year of industry experience. He holds a Series 66 designation and previously worked at Sanctuary Advisors LLC and Sanctuary Securities, Inc. from 2023 to 2025, and has experience in educational and healthcare institutions. Avidian Wealth Solutions is an SEC-registered advisory firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients with investment management, financial planning, and fiduciary advisory services. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, offering a range of fund, insurance, and consulting services.

Melissa Hoffman is a financial advisor with Capital Analysts in Sugar Land, TX, holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked at Lincoln Investment and Dearborn & Creggs since 2017 and served the City of Sugar Land for 14 years prior. Hoffman is involved in her community as a swim coach for Fort Bend Master Swimming, a board member of the Fort Bend Chamber of Commerce, and a volunteer committee captain for the Houston Marathon. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, and businesses, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management with proprietary research and maintains notable institutional relationships through its integration with Lincoln Investment.

Jana Albus is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2006. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary and non-discretionary approaches, supported by an in-house investment research team using a proprietary screening process.

Joey Martin is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at American Trust Investment Services, Soar Financial LLC, and GWN Securities Inc. In addition to his advisory work, he operates J Martin Financial Services, where he offers life insurance and fixed indexed annuity products. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology-driven asset management and operational services to other advisers through its managed account platform.

Scott Blackley is a financial advisor at Rossby Financial, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he serves as a board member of The Second Wind Foundation, a charity focused on distributing books to children worldwide, and is a member of the Seabrook Rotary. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm customizes portfolios based on clients’ objectives and risk tolerances using various analytical approaches and offers diversified investment strategies including mutual funds, ETFs, equities, fixed income, and derivatives.

John Asta Jr. is a financial advisor at Gateway Wealth Partners, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates, Elevation Advisory Partners, LLC, and Silver Oak Securities. Outside of his advisory roles, he serves as a mentor to college students through the Villanova University Mentor Program. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting services, typically using a mix of low-cost mutual funds, ETFs, individual securities, and independent managers while employing both fundamental and technical analysis.

Steven Neustaedter is a CFP® professional with 30 years of industry experience, currently serving at Creative Financial Designs, Inc. since 2013. His career includes roles at multiple financial firms such as Independent Financial Partners and LPL Financial. He is also involved in independent insurance sales outside of his primary advisory role. Creative Financial Designs serves a diverse range of clients including individual households, corporations, institutions, and employer retirement plans. The firm uses asset-class model allocations and risk objectives to structure portfolios and offers both discretionary and non-discretionary investment management alongside financial planning and modular consulting services.

Lee Porter is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations in 2026, he worked at Vital Retirement Planners, Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

La Mar Hall is a financial advisor at MissionSquare Retirement with two years of industry experience. He holds Series 66 and Series 63 licenses. Outside of advisory work, he owns and operates bchybc LLC, a custom apparel business managed on weekends. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which uses model portfolios developed by Morningstar Investment Management.

Preston Snow is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is affiliated with Avidian Wealth Solutions and has previously worked at J.P. Morgan Securities. Outside of his advisory role, he owns and oversees farm and ranch activities through PNPR Interest, LLC. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, providing a range of investment management and financial planning services.