Richard Early is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Early McClintic & McMillan since 2017 and has a long tenure with Raymond James Financial Services dating back to 1999. Outside of his advisory role, he is licensed to sell insurance products through unaffiliated companies and receives commission-based compensation in that capacity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees with portfolio management, financial planning, pension consulting, and adviser selection. The firm combines quantitative and qualitative analysis for strategic asset allocation and uses third-party managers and model portfolios, managing approximately $570 million across about 632 client relationships.

Jared Pitts is an advisor at Lifestyle Asset Management, Inc. with two years of industry experience. He has worked at Lifestyle Asset Management since 2023 and has been an independent insurance agent at GIA Insurance Agency since 2011. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm offers a client-specific approach using a variety of investment strategies and also provides sub-advisory services and model portfolios to other registered investment advisers.

Jonathan Lopez is a financial advisor at Public Advisors LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab for four years. Outside of his advisory role, he works part-time on weekends as an eStore shopper at H-E-B. Public Advisors primarily serves individual retail investors and certain trusts, corporations, and partnerships through an online platform offering automated, discretionary portfolio management. The firm’s software-driven approach includes customizable Treasury ladders, direct indexing, and AI-constructed custom indexes, with portfolio management executed via its proprietary automated tools.

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.

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.

William Hughes Jr. is a financial advisor at Hurwitz Associates, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 55 years of industry experience. He has worked at Hurwitz Associates since 2016. Hurwitz Associates provides discretionary and non-discretionary investment management primarily for individual and high-net-worth clients, focusing on separately managed portfolios aligned with clients’ objectives. The firm emphasizes asset allocation using Modern Portfolio Theory with international exposure and manages portfolios with a long-term, low-turnover approach.

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.

Daniel Mcmillan is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Raymond James Financial and Raymond James Financial Services since 1999 and joined Early, McClintic & McMillan, LLP in 2017. Outside of his advisory role, he is licensed to sell insurance through unaffiliated companies and receives commission-based compensation for these sales. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, pension consulting, and adviser selection. The firm employs a combination of quantitative and qualitative analysis for asset allocation and uses third-party managers and model portfolios, managing roughly $570 million across about 632 client relationships.

Ian Mcclintic is a CFP® professional with 13 years of experience, currently serving as an advisor at Early McClintic & McMillan, LLC since 2017. He has a background that includes roles at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. Mcclintic is also licensed to sell insurance through unaffiliated companies, receiving commission-based compensation for that activity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of quantitative and qualitative analysis to tailor investment strategies and utilizes third-party managers and model portfolios, managing approximately $570 million across about 632 client relationships.

Anthony Ackerman is a financial advisor with United Advisors America in Sugar Land, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Pyxis Capital, North Star Wealth Management, and The Broughton Investment Group. He also works as an independent contractor offering insurance products to individuals through Alliance America. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm employs a Modern Portfolio Theory-based approach, utilizing model portfolios and tailored asset-allocation strategies with a focus on mutual funds, ETFs, and certain exchange-traded products.

Nicholas McGuire is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with WJ Interests, LLC, with six years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. McGuire 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 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 focuses on strategic asset allocation and selecting external money managers using third-party research and manager due diligence, with an emphasis on long-term relationships and generally avoiding leveraged or short positions unless requested.

Ross Wegner is a financial professional at Lifestyle Asset Management, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisors, Lifestyle Financial Advisors, First Allied Securities, and AIG. Wegner is also involved administratively at Lifestyle Asset Management, Inc. in addition to his advisory role. Lifestyle Asset Management, Inc. advises a broad client base including individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm employs a client-specific investment approach that incorporates fundamental, technical, and cyclical analysis, tailoring portfolios using a diverse range of asset types, with regular monitoring and rebalancing, and offers services including portfolio management, financial planning, pension consulting, and sub-advisory arrangements.

Michael Wegner is a financial advisor at Lifestyle Asset Management, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including First Allied Securities and Cetera Advisors. Wegner serves as president of a homeowners association and is the treasurer of a nonprofit organization, Knights of Momus. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm provides tailored portfolio management, financial planning, and ERISA plan advisory services, utilizing a mix of individual equities, ETFs, mutual funds, fixed income, alternatives, and third-party models.

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.

Cesar Olivares is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial and SWBC Investment Company. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers or wrap programs as part of its investment approach.

Joey Martin is a financial advisor at Simplicity Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Trust Investment Services and GWN Securities Inc. In addition to his advisory role, he operates J Martin Financial Services, focusing on life insurance and fixed indexed annuity products. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside offering discretionary portfolio management and a third-party asset management platform.

Scott Blackley is a financial advisor at Rossby Financial, LLC with 17 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in charitable activities as a member of the Seabrook Rotary and serves on the board of The Second Wind Foundation, a charity focused on providing books to children worldwide. He also owns and operates insurance and tax planning businesses in the League City, TX area. Rossby Financial offers investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other entities. The firm utilizes multiple analytical approaches to tailor diversified portfolios and provides services including discretionary portfolio management, comprehensive financial planning, and retirement consulting, managing approximately $565 million in discretionary assets.

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.

Lee Porter is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation. He has held positions at Foundations Investment Advisors and Vital Retirement Planners since 2026 and has prior experience at Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.