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 with AWM Financial Services Inc. in The Woodlands, TX. He holds a Series 65 designation and has two years of industry experience. Prior to joining AWM Financial Services, King worked at OSAIC and Securities America, Inc., and was involved with 4Kings Cattle Co. for five years. AWM Financial Services provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach integrates quantitative, fundamental, technical, and economic analysis to guide model-based portfolio decisions and may use third-party managers alongside its discretionary accounts.

Jake Ranostaj is a financial advisor at Stenger Family Office, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase and Cetera Investment Services. Stenger Family Office manages approximately $735 million for a diverse client base including individuals, trusts, and charitable organizations. The firm offers financial planning, portfolio management, family office services, and pension consulting, utilizing factor analysis and fundamental security analysis to tailor client portfolios.

James Bailes Jr. is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates a majority of his time. He has also worked at Regal Investment Advisors LLC and currently serves as an advisor at Wealth Management Investment Advisors, LLC since 2014. Additionally, Bailes is a licensed independent insurance agent involved in life, health, disability, long-term care, and group benefits insurance. Wealth Management Investment Advisors, LLC serves individual and high-net-worth clients, trusts, small businesses, and churches, focusing on comprehensive financial planning and wealth management consulting. The firm advises on asset allocation and refers clients to third-party money managers, utilizing fundamental analysis, modern portfolio theory, and technical analysis without charging traditional percentage-of-AUM fees.

Jack Freeman is a CFP®-certified financial advisor with Rhame & Gorrell Wealth Management, based in The Woodlands, TX, and has one year of industry experience. Before joining Rhame & Gorrell, he worked at PricewaterhouseCoopers and held various roles including at Tulane University and Fidelity Investments. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses a range of analytical approaches and a Tactical Asset Allocation Program overseen by an in-house committee, and it coordinates tax and estate planning services through affiliated accounting and law firms.

Alexander Liepman is a financial advisor at Kingwood Investment Group with nine years of industry experience. He holds the Series 66 designation and previously worked at Next Financial Group, Inc. for eight years and Brooks Brothers for one year. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing a combination of asset allocation, dollar-cost averaging, technical analysis, and varied investment strategies tailored to client objectives and risk tolerances. The firm also offers managed account programs and participant account oversight for retirement plan assets.

Jeffrey Savois is a financial advisor at Diamond Client Group, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Vanderbilt Financial Group and Mass Mutual Investors Services. His work includes providing investment advice, financial planning, and insurance sales focused on life, dental, health, and long-term care products. Diamond Client Group serves 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 affiliated private funds.

Aaron Buitron Romero is a financial advisor at Banorte Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banorte Asset Management since 2018, also working with Banorte Securities International, Ltd. since 2013. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to a diverse client base including 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 clientele with a focus on Latin America.

Ashton Edwards is a financial advisor with AWM Financial Services Inc. based in The Woodlands, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining AWM Financial Services Inc., he worked at Republic Finance LLC and spent four years at the C.T. Bauer School of Business. AWM Financial Services Inc. provides portfolio management, investment analysis, financial planning, pension consulting, and third-party advisor selection for a diverse client base including individuals, high net worth individuals, trusts, estates, corporations, and retirement plans. The firm employs a multi-disciplinary investment process that combines quantitative, fundamental, technical, cyclical, and economic analyses and manages approximately $233.7 million in discretionary assets for over 1,300 clients.

Joel Davis is a financial advisor with AWM Financial Services Inc., holding a Series 65 designation and having one year of industry experience. Prior to joining AWM Financial Services in 2026, he worked at Bolton Law Firm and Howard Capital Management, among other roles. AWM Financial Services provides discretionary portfolio management, financial planning, pension consulting, and selection of third-party managers for individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm employs a model-based investment process that integrates quantitative, fundamental, technical, and economic analysis and manages approximately $320.6 million in discretionary assets.

Nicholas Castellano is a financial advisor with Outlook Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes roles at Morgan Stanley, Primerica Advisors, and multiple wealth management firms. Outlook Wealth Advisors serves individuals, families, and small business owners by providing financial planning, retirement and pension consulting, and portfolio management. The firm employs a mix of investment approaches and utilizes model portfolios, serving approximately $593.7 million in assets under management.

Kyle Nickerson is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Rhame & Gorrell Wealth Management since 2016, including its predecessor entities, and previously worked at Sanders Morris LLC. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and uses a mix of fundamental, technical, charting, and cyclical analysis to tailor asset allocations, implementing model portfolios through a Tactical Asset Allocation Program overseen by an in-house committee.

Jimmy Sloan is a financial advisor at MariPau Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Foundations Investment Advisors LLC and AE Wealth Management, LLC. Sloan also owns and operates Jim Sloan & Associates, LLC, which is involved in insurance sales. MariPau Wealth Management provides tailored investment advisory, portfolio management, financial planning, and educational services to individual and high-net-worth clients. The firm employs a network of advisory affiliates and uses third-party managers and technology platforms to support its investment approach.

Garett Steele is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 credential and no prior industry experience. Before joining the firm, he worked in education and the hospitality industry, including roles at the University of Houston, Sam Houston State University, and Saltgrass Steakhouse. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset allocation approach, using internally generated model portfolios and coordinating with affiliated accounting and legal practices for tax and estate-planning services.

Mario Hank is a financial advisor at Banorte Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Banorte Asset Management since 2021 and Banorte Securities International, Ltd. since 2016. Outside of his advisory role, he manages a home rental property in Houston, Texas. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios, model portfolios ranging from fixed income to global equities, and integrates digital platforms through third-party sub-advisers, serving a primarily international client base with a significant presence in Latin America.

Colton Miller is a financial advisor at AWM Financial Services Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Allegiance Bank. 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’s investment approach integrates quantitative, fundamental, technical, and economic analysis to support model-based portfolio decisions, managing approximately $320.6 million in discretionary assets.

John Hollie II is a Series 65-licensed advisor at Avion Wealth in Shenandoah, TX, with two years of industry experience. Prior to joining Avion Wealth, he worked for nine years at a Chamber of Commerce. He is also a partner at J&M Business Solutions, a consulting firm. Avion Wealth serves individuals, trusts, charitable organizations, and business entities with discretionary portfolio management and comprehensive financial planning. The firm uses a structured approach called the “Avion Wealth Formula,” focusing on long-term, buy-and-hold asset allocation tailored to each client’s objectives and risk tolerance.

Melissa Rudell is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 designation and two years of industry experience. Her work history includes roles at Prime Capital Investment Advisors, Allied Wealth Management, and State Tax Advisors. She has also served in the United States Air Force since 2009. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in assets and employs a tactical asset allocation program supported by an in-house investment committee.

David Hunter Jr. is a CFA® charterholder with 10 years of industry experience. He is currently with Rhame & Gorrell Wealth Management, where he has worked since 2018. Prior to joining Rhame & Gorrell, he was with Kimery Wealth Management and Morgan Stanley. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities, providing financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in assets and employs a mix of fundamental, technical, charting, and cyclical analysis to tailor asset allocations, implementing internally generated model portfolios through a Tactical Asset Allocation Program.