Timothy Lindvall is a CFA® charterholder with four years of industry experience. He has worked at Painted Porch Advisors LLC since 2021 and previously spent eight years at Gideon Asset Management, a Millennium Platform Company. Painted Porch Advisors LLC provides integrated wealth management services to individuals, high net worth clients, trusts and estates, retirement plan participants, charitable organizations, and businesses. The firm manages approximately $518 million in client assets through a team of nine advisors and emphasizes diversified buy/hold and rebalancing strategies alongside active selection of individual securities and long-term financial planning.

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.

Nicholas Stevens is a financial advisor at HFG Wealth Management, LLC in The Woodlands, TX, holding a Series 65 designation and entering his second year in the industry. Prior to joining HFG Wealth Management, he worked for 16 years at JC Penney / Catalyst Brands. HFG Wealth Management provides discretionary investment management, comprehensive wealth management, and customized financial planning primarily for individuals, high-net-worth clients, families, and trusts. The firm utilizes a model-based, discretionary approach overseen by an investment advisory committee, employing ETFs, ETNs, institutional mutual funds, and selected individual securities, with regular portfolio reviews and coordination with other client advisors.

Terri Canterbury is a financial advisor with Kingwood Investment Group, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at NEXT Financial Group, Cetera Advisor Networks LLC, Alegent Health Care Systems, and HSBC Securities (USA) Inc. Outside of her advisory work, she operates Gulf View Insurance Solutions as an insurance agent and provides healthcare navigation consulting as a sole proprietor. Kingwood Investment Group offers discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm employs a variety of strategies tailored to client objectives and risk tolerances, including asset allocation and technical analysis, and may utilize third-party sub-advisors to manage client portfolios.

Larry Harvey is a managing member of HFG Wealth Management, LLC with 27 years of industry experience. He holds the ChFC® designation and Securities Series 63 and 65 licenses. Harvey has been with HFG Wealth Management since 2008 and is also a board member and minority stakeholder of Bellatore Financial, Inc. In addition, he is a principal owner of Bella Fund Holdings, Inc. and participates on advisory boards and management teams in related investment ventures. HFG Wealth Management provides discretionary investment management, comprehensive wealth management, and customized financial planning to individuals, high-net-worth clients, families, trusts, and similar entities. The firm manages approximately $505.6 million in assets and employs a model-based, committee-overseen investment approach using ETFs, ETNs, institutional mutual funds, and selected individual securities.

Jeffrey Rhame is a CFP® with 32 years of experience in the financial services industry. He has been with Rhame & Gorrell Wealth Management since 2016 and previously worked at Sanders Morris LLC, SMH Capital Advisors LLC, and Miller-Green Financial Services LLC. 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 manages approximately $1.44 billion in client assets and uses a combination of fundamental, technical, charting, and cyclical analysis to tailor asset allocations through internally generated model portfolios and a Tactical Asset Allocation Program.

Jeremy Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and totaling nine years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and Aurelia Weems, CPA. Outside of advisory work, he serves as an adjunct professor at Lonestar College System and owns Schlanger Capital Management LLC. Onyx Bridge Wealth Group serves individuals, trusts and estates, pension and profit-sharing plans, and corporate clients with a range of services including discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a combination of third-party research and internally developed portfolio models, offering tailored investment solutions that may include ETFs, structured products, alternative investments, and specialized tax-management techniques.

John Haynes is a financial advisor at IAS Wealth Management, Inc. with 24 years of industry experience. He holds the Series 63 designation and has been with Investment Advisory Services, Inc. since 2013. IAS Wealth Management provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and business owners. The firm employs a team-based approach with a monthly investment committee that uses both fundamental and technical analysis to manage customized portfolios through the Fidelity institutional platform.

Michael Sitzman is a financial advisor at Diamond Client Group, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Peak Brokerage Services, LLC, MML Investor Services, LLC, and Mass Mutual Life Insurance Company. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and both project-based and ongoing financial planning. The firm’s investment process combines fundamental analysis, modern portfolio theory, and technical analysis, typically favoring long-term strategies while incorporating margin and discretionary trading when authorized.

Daniel Trgovich is a CFA® charterholder with four years of industry experience. He is currently with Waterway Wealth Management, L.L.C., where he has worked since 2025. Prior to this, he held roles at Northwestern Mutual Investment Services LLC and UMB Financial. Waterway Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides comprehensive financial planning, retirement-plan advisory, and discretionary investment management, including options-based strategies and a firm-sponsored wrap fee program.

Jason Henry is a financial advisor at IAS Wealth Management, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Dienen for ten years and HCA Houston-Conroe for one year. IAS Wealth Management provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and business owners. The firm uses a team-based investment committee approach with individualized portfolio management guided by client objectives, risk tolerance, and tax considerations.

Steven Baumrucker is a financial advisor at AdamsBrown Wealth Consultants LLC with 25 years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining AdamsBrown in 2020, he worked with firms including Avantax Investment Services and HD Vest Advisory Services. Outside of his advisory role, he is a partner in a public accounting firm and serves as treasurer of a restaurant business. AdamsBrown Wealth Consultants provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm generally pursues a long-term, diversified investment strategy emphasizing ETFs and mutual funds, managing most accounts on a discretionary basis and conducting ongoing portfolio monitoring.

James Carlton is a financial advisor at CHJ Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Carlton, Hofferkamp and Jenks Wealth Management, LLC since 2010. Outside of finance, he is a partner in Fantasyland Records LLC, a music recording business. CHJ Wealth Management is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm’s five-advisor team manages approximately $540 million across about 286 client relationships, providing individualized, account-level portfolio management with a discretionary approach that combines fundamental and technical analysis.

Ricardo Roche Maldonado is a financial advisor with Banorte Asset Management, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Banorte Securities International, Ltd. since 2013 and with Banorte Asset Management, Inc. since 2019. Banorte Asset Management, Inc. serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, with a client base concentrated in Latin America, particularly Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through its traditional and digital advisory programs, utilizing a range of investment strategies and products to build customized portfolios.

James Neuenschwander is a CFP® with 39 years of industry experience and serves as Managing Director at Outlook Wealth Advisors, LLC, where he has worked since 2011. Prior to that, he was affiliated with Global Financial Private Capital, LLC and GF Investment Services, LLC. Outside of his advisory role, he co-owns a wholesale and retail consumer products distribution business with his wife, which he has been involved with since 1975. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm employs a tailored investment approach that includes portfolio construction with various strategies and regularly offers impersonal educational workshops across its seven offices.

Patrick Wehrly is a financial advisor with SageGuard Financial Group, LLC in Spring, TX, holding a Series 65 designation and over 15 years of industry experience. He has worked at SageGuard since 2014 and previously at Alphastar Capital Management LLC. Outside of advisory services, he owns a charter yacht business and operates a self-storage business. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm uses a blend of strategic and tactical asset allocation across various model portfolios and offers both discretionary and non-discretionary management, in addition to conducting public educational workshops.

David Melchor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity since 2012, progressing through roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Throughout his career, David focuses on advocating for his clients and helping them develop robust financial plans to provide peace of mind over time. David's experience spans a range of financial consulting roles, emphasizing building strong relationships with clients and supporting their long-term financial goals. Outside of his professional work, he enjoys outdoor activities and hobbies such as camping, comedy, fishing, football, hiking, and kayaking.