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.

Federico Garza is a CFP® professional at Endeavor Advisors, LLC with two years of industry experience. Prior to joining Endeavor Advisors, he worked for 16 years at Northern Trust. Endeavor Advisors, LLC provides comprehensive wealth management and investment advisory services to select families, businesses, and institutions. The firm employs an allocation-driven, buy-and-hold investment approach using primarily ETFs, no-load mutual funds, and separately managed accounts.

Daniel Trgovich is a CFA® charterholder with four years of industry experience. He has worked at Waterway Wealth Management, L.L.C. since 2025 and previously held roles at Northwestern Mutual Investment Services LLC and UMB Financial. He is based in The Woodlands, TX. Waterway Wealth Management, L.L.C. provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, and estates. The firm manages most assets on a discretionary basis and offers a tiered wrap fee program, servicing a large asset base relative to its team size.

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.

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 at Banorte Asset Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banorte Securities International, Ltd. since 2013. Maldonado has been with Banorte Asset Management since 2019. Banorte Asset Management, Inc. 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 substantially international client base with a focus on Latin America.

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 at SageGuard Financial Group, LLC with 14 years of industry experience. He holds a Series 65 credential and has worked at SageGuard Financial Group since 2014, with prior experience operating his own office since 1993. Outside of advising, he owns a charter yacht business and a self-storage facility in Spring, TX, and provides income tax preparation services as an enrolled agent. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers comprehensive financial planning and portfolio management, employing both fundamental and technical analysis across a range of model strategies and asset allocations.

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.

Daniel Wheless is a Series 65 licensed advisor with AWM Financial Services Inc. in The Woodlands, TX, where he has worked since 2000, totaling 18 years of industry experience. His prior roles include positions at Portfolio Dynamix, Retirement Wealth Advisors, Inc., and FormulaFolio Investments, LLC. He is also CEO of AWM Insurance Services Inc., where he is involved in life insurance and annuity sales. AWM Financial Services Inc. is a six-advisor team managing $233.7 million in discretionary assets for over 1,300 clients. The firm provides portfolio management, financial planning, and pension consulting services, employing a model-driven investment process that combines quantitative, fundamental, and economic analyses.

Gary Alden is a financial advisor at Kingwood Investment Group with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NEXT Financial Group for 18 years before joining Kingwood Investment Group in 2024. Kingwood Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services without imposing a minimum account size. The firm tailors investment strategies to client objectives and risk tolerance, employing a mix of asset allocation, technical analysis, and both long- and short-term approaches.

Ross King is a CFP® professional with one year of industry experience, currently serving at Waterway Wealth Management, L.L.C. He previously worked at Regions Bank for five years and Northern Trust for six years. Waterway Wealth Management provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm offers ERISA plan services, operates a tiered wrap program with a substantial asset base, and utilizes institutional custodial platforms along with held-away account management technology.

Brooke Davis is a financial advisor with Park Avenue Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Westpac Wealth and AIG. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, corporations, trusts, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party investment managers through technology platforms, and offers supplemental financial planning and consulting services.

Daniel Michalk is a CFP®, CFA®, and ChFC® with 31 years of industry experience. He has been with Waterway Wealth Management, L.L.C. since 2012, where he serves as one of two advisors. The firm provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. Waterway Wealth Management integrates comprehensive financial planning with investment management, operating a tiered wrap program and utilizing institutional custodial platforms to support its client services.

Lyndin Simpson is a financial advisor at Stenger Family Office, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Hines Private Wealth Solutions LLC and other financial services firms. Stenger Family Office serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, managing approximately $735 million. The firm offers tailored portfolios through diverse investment strategies and provides a range of services including financial planning, portfolio management, family office services, a subscription content service, and pension consulting.

Javier Guzman Ortiz is the sole advisor and owner of Erguz, LLC, based in The Woodlands, TX, holding a Series 65 credential and with 12 years of industry experience. He has been with Erguz since its founding in 2012. Erguz primarily serves high-net-worth individuals through discretionary asset management and sub-advisory services, managing approximately $889 million in discretionary assets. The firm applies a mix of fundamental, technical, and cyclical analysis across diverse instruments including ETFs, options, and emerging-market securities, conducting regular account reviews and accommodating client-imposed investment restrictions.

Mckenna Dehn is a financial advisor with The Sum in The Woodlands, TX, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining The Sum, Mckenna worked at Fidelity Investments and has held various roles including educational and family financial support positions. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations through discretionary portfolio management and comprehensive financial planning. The firm emphasizes a passive, asset-allocation-driven investment approach grounded in modern portfolio theory, integrating tax, estate, insurance, and cash-flow considerations into client plans.

Jonathan Salvato is a CFP® with 21 years of industry experience, currently serving as an advisor at Diamond Client Group, LLC. His prior roles include positions at Cerity Partners LLC, Investec Wealth Strategies, and Asset Management Advisors, LLC. He is also the owner of Financialpanthering.com, a platform providing free financial planning education through newsletters, podcasts, and videos. Diamond Client Group serves individual and high-net-worth investors as well as business clients, offering discretionary portfolio management, financial planning, and sub-adviser selection. The firm employs fundamental analysis, modern portfolio theory, and technical analysis to tailor long-term investment strategies.

Conor Mullens is a financial advisor at Kingwood Investment Group with a Series 65 license and one year of industry experience. Prior to joining Kingwood Investment Group, he worked for Bruker Scientific LLC for ten years. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning services, offering tailored investment recommendations and managing approximately $120 million in assets under management.

Jill Chandler is a financial advisor at The Sum with a Series 65 credential and nine years of industry experience. She previously worked at IMA and NSF before joining The Sum. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm’s approach emphasizes asset allocation grounded in modern portfolio theory, primarily using passive index funds and ETFs, with ongoing monitoring and discretionary rebalancing.