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 is a CFP® and PFS™ with 21 years of experience in financial advisory services. He is a partner at Bailes Bates & Associates LLP, an accounting and tax planning firm, where he dedicates over half of his time. He has been with Wealth Management Investment Advisors, LLC since 2014 and also works with Regal Investment Advisors LLC. Additionally, he is an independent insurance agent specializing in life, health, disability, long-term care, and group benefits. Wealth Management Investment Advisors, LLC is a team of five advisors serving individual and high-net-worth clients, trusts, small businesses, and churches. The firm focuses on financial planning, wealth management advice, and assisting clients with selecting and monitoring third-party money managers, generally without taking custody or discretionary control of client assets.

Jack Freeman is a financial advisor with Rhame & Gorrell Wealth Management in The Woodlands, TX. He holds the CFP® designation and a Series 65 license, with one year of industry experience. Prior to joining Rhame & Gorrell, he worked at PricewaterhouseCoopers and held positions related to accounting and finance. Rhame & Gorrell Wealth Management is a registered investment adviser team managing over $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management, employing tactical asset allocation strategies overseen by an investment committee.

Alexander Liepman is a financial advisor with Kingwood Investment Group, holding a Series 66 designation and eight years of industry experience. His career includes roles at Next Financial Group, Inc. and Brooks Brothers. Kingwood Investment Group is a five-advisor SEC-registered team serving individual and high-net-worth clients. The firm manages discretionary portfolios and financial plans tailored to client goals and risk tolerance, using a mix of asset allocation, technical analysis, and trading strategies, with quarterly account reviews.

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 nine years of industry experience. He has been with Rhame & Gorrell Wealth Management since 2016. The firm operates as a team of 15 advisors managing over $1.3 billion for individuals, high-net-worth clients, and business entities. Rhame & Gorrell provides financial planning, consulting, and discretionary portfolio management, employing tactical asset allocation models and offering integrated tax preparation services for select clients.

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 in The Woodlands, TX, holding a Series 65 designation with less than one year of industry experience. Before joining the firm, he held positions at the University of Houston, Saltgrass Steakhouse, Sam Houston State University, and Conroe ISD. Rhame & Gorrell Wealth Management is a 15-advisor team managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm provides financial planning, consulting, and discretionary portfolio management using tactical asset allocation models and offers additional services such as estate planning and personal tax return preparation for qualifying clients.

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.

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 Series 65-licensed financial advisor with two years of industry experience. She is currently with Rhame & Gorrell Wealth Management and has prior experience at Prime Capital Investment Advisors, Allied Wealth Management, and State Tax Advisors. Rudell also serves in the United States Air Force since 2009. Rhame & Gorrell Wealth Management is a team of 15 advisors managing approximately $1.3 billion for about 837 clients, providing financial planning, consulting, and discretionary portfolio management. The firm uses tactical asset allocation models overseen by an investment committee and offers an affiliated accounting practice for personal tax return preparation to select clients.

David Hunter Jr. is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Rhame & Gorrell Wealth Management since 2018 and previously held roles at Kimery Wealth Management and Morgan Stanley. Rhame & Gorrell Wealth Management is a team of 15 advisors managing approximately $1.3 billion for individuals, high-net-worth clients, and business entities. The firm offers financial planning, consulting, and discretionary portfolio management, using tactical asset allocation models overseen by an investment committee and allowing for independent managers.

Nicholas Stevens is a financial advisor at HFG Wealth Management, LLC with one year of industry experience. Prior to his current role, he spent 16 years at JC Penney / Catalyst Brands. He holds a Series 65 credential. HFG Wealth Management serves individuals, high-net-worth clients, families, trusts, small businesses, and charitable organizations, offering comprehensive wealth management, discretionary portfolio management, and customized financial planning. The firm primarily uses model portfolios with ETFs, ETNs, and institutional mutual funds, and provides ongoing account reviews and discretionary management.

Terri Canterbury is a financial advisor with Kingwood Investment Group in Galveston, TX, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at NEXT Financial Group, Cetera Advisor Networks LLC, and Alegent Health Care Systems. In addition to her advisory work, she operates Gulf View Insurance Solutions as an insurance agent and provides healthcare navigation consulting. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning, tailoring investment strategies to client objectives and risk tolerance. The firm employs a small team approach, managing approximately $120 million in discretionary assets and offering both direct management and third-party sub-advisor services.