Edward Rossi is a CFP® with 33 years of industry experience and is currently an advisor at Oak Harvest Investment Services, where he has worked since 2020. His prior experience includes roles at E*TRADE Capital Management, Financial Engines Advisors, Edelman Financial Services, Charles Schwab, and PNC Wealth Management, among others. Rossi is also an insurance agent with Oak Harvest Insurance Services, recommending and selling insurance products including annuities and life insurance. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm integrates financial planning and risk profiling into discretionary asset management across various investment vehicles and also advises the Oak Harvest Long/Short Hedged Equity Fund.

Danny Hill is the president of D.H. Hill Advisors, Inc. and holds a Series 63 designation. He has 41 years of experience in the financial services industry, including roles at D.H. Hill Advisors since 1998 and D.H. Hill Securities since 1996. Outside of his advisory work, he is a licensed Texas real estate broker and serves in management roles for several energy-related and private equity companies. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and supports independent Investment Adviser Representatives through two operating platforms that use both tactical asset allocation and a mix of active and passive strategies.

Paul Thompson Jr. is a CFP® professional at Ascension Capital Advisors, Inc. in Houston, TX, with 13 years of industry experience. He has worked at both Purshe Kaplan Sterling Investments and Ascension Capital Advisors for over a decade. Thompson serves on the boards of the Texas Center for the Missing and the D. Truitt and Lorna Davis Foundation, a charitable organization focused on early childhood education, and he is president of Infinity Ice, LLC, a commercial ice vending business. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, offering portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm tailors investment advice to client risk tolerance and objectives, utilizing a mix of fixed income, mutual funds, ETFs, and other instruments, and provides educational workshops and specialized services for qualified investors.

Chad Schneider is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 credentials and has 24 years of industry experience. He previously worked at Private Advisor Group, LLC and Kidwell & Company among other firms. Schneider is also a licensed insurance agent and occasionally offers insurance and annuity products to clients through Oak Harvest Insurance Services, LLC. Oak Harvest Investment Services is a team advisory firm that serves individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm integrates financial planning and risk profiling into its discretionary asset management, using a mix of fundamental, technical, and value/cyclical analysis across various investment vehicles.

Kevin La Mont is a financial advisor with SB Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Prime Capital Investment Advisors, LLC, 20/20 Capital Management, Inc., and RB Capital Management, LLC. La Mont is also an insurance agent involved in the sale and service of insurance products. SB Advisory, LLC is an SEC-registered multi-team firm serving individuals, businesses, and retirement plans with portfolio management, financial planning, and access to third-party manager programs. The firm primarily provides non-discretionary investment advice, utilizing mutual funds, ETFs, individual equities, and outside managers through fundamental, technical, and qualitative analyses.

Daniel Estes is a CFP® with 26 years of industry experience, currently serving as an advisor at Pin Oak Investment Advisors Inc since 2010. He is based in Houston, TX, and holds a Series 63 license. Pin Oak Investment Advisors is an SEC-registered firm managing approximately $672 million for around 302 clients, including high-net-worth individuals, family offices, trusts, estates, and charitable organizations. The firm employs fundamental and cyclical analysis focused on longer-term investments and offers discretionary portfolio management, financial planning, family office services, and consulting engagements through a five-advisor team.

Jared Machen is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Brownlee Wealth Management in Houston, TX, where he has been since 2020. Prior to this, he was employed at Black River Capital, LLC, Hill Investment Group, and Boston Mountain Money Management, Inc. Outside of his advisory role, Machen serves as a managing member of New Planner Collective, LLC, where he creates coursework and produces content. Brownlee Wealth Management serves individual, high-net-worth, and corporate clients, focusing on employees of large energy companies. The firm employs a primarily passive, tax-aware investment approach guided by Modern Portfolio Theory and uses non-standard fee arrangements rather than percentage-of-assets billing.

Jon Moores III is a CFP® with 11 years of industry experience, currently serving at Ascension Capital Advisors, Inc. He has previously worked at Woodbury Financial Services, Ozanne Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses with portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm offers tailored investment advice using various asset classes and third-party managers, and provides educational workshops and services including financial-wellness sessions.

Sarah Dolan is a CFA® charterholder with eight years of experience in the financial industry. She has worked at Childress Capital Advisors, LLC since 2020 and previously held roles at BBVA Securities Inc. and Compass Bank. Dolan is based in Houston, TX, and holds a Series 66 license. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, and institutions, employing a blend of fundamental, technical, and relative-strength analysis alongside both active and passive strategies.

Christopher Perras is a CFA® and ChFC® with 12 years of industry experience. He has worked at Oak Harvest Investment Services since 2018 and previously held roles at Mosaic Advisors, Merrill, and as a self-employed trader. Outside of advisory work, he is involved with Oak Harvest Insurance Services, selling annuities, life, health, and long-term care coverage through various unaffiliated insurance companies. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm manages client accounts on a discretionary basis, employing a combination of fundamental, technical, and value/cyclical analysis, and also advises the Oak Harvest Long/Short Hedged Equity Fund.

Shaundra Patterson is a Series 66 licensed financial advisor at Dew Wealth Management with seven years of industry experience. She has previously worked at Divine Wealth Strategies, Cetera Investments, Edward Jones, and Hyundai Capital America. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, with a comprehensive range of wealth services that combine financial planning, investment management, and coordination of outside professionals. The firm offers both discretionary and non-discretionary investment management and utilizes strategies such as direct-indexing and private investment opportunities.

Larisa Kutac is a financial advisor with Oak Harvest Investment Services based in Houston, TX. She holds a Series 65 designation and has been with Oak Harvest Financial Group since 2017. Her prior work includes roles at White House Black Market and Sona Med Spa. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm manages client accounts using a combination of fundamental, technical, and value/cyclical analysis across various asset classes and is notable for advising the Oak Harvest Long/Short Hedged Equity Fund and providing investor education through seminars and online content.

Jeffrey Farley is a CFP® with 41 years of experience in the financial services industry. He currently serves at Ascension Capital Advisors, Inc. and previously worked at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and Sanders Morris LLC. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, offering portfolio management, retirement plan consulting, financial planning, and private placement consulting for accredited and qualified investors. The firm provides tailored investment advice and educational workshops, utilizing a range of investment products including fixed income securities, mutual funds, ETFs, and private placements.

Dustin Humrich is a ChFC® credentialed advisor with nine years of industry experience. He is currently with Oak Harvest Investment Services and Oak Harvest Financial Group, both since 2022, and has prior experience at Bank of America, Merrill Lynch, Vanguard Inc., and other firms. Outside of his advisory work, he is involved part-time in selling residential solar energy systems through a for-profit business. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting. The firm integrates financial planning and risk profiling in its discretionary asset-allocation process and advises the Oak Harvest Long/Short Hedged Equity Fund.

Scott Schwinger is a financial advisor with Ascension Capital Advisors, Inc. He holds a Series 65 credential and has recently joined the firm after a 30-year tenure at McNair Interests, followed by a one-year sabbatical. Based in Houston, TX, he has one year of industry experience. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses by providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes advice to client risk tolerance and objectives, utilizing a range of investment vehicles and offering educational workshops and private placement services.

Tavis Parkerson Jr. is a financial advisor at Oak Harvest Investment Services in Houston, TX, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oak Harvest Investment Services and Newedge Securities Inc., among other firms. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm manages client accounts on a discretionary basis, employing fundamental, technical, and value/cyclical analysis, and offers educational seminars and community-college courses as part of its investor education efforts.

Tatum Arther is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding a Series 66 credential and one year of industry experience. Prior to joining Oak Harvest, Arther worked at MML Investors Services LLC and Mass Mutual Life Insurance Company/SFG. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm integrates financial planning, risk profiling, and regular portfolio monitoring into its investment approach across various asset classes and also acts as investment adviser to an open-end mutual fund.

Leslie Kern is a financial advisor at D.H. Hill Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Planmember Securities Corporation and his own practice, Les H Kern. Kern is also involved as an insurance agent and participates in investment services related to Deferred Sales Trusts. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm employs a mix of internally managed strategies, advisor-managed portfolios, and unaffiliated sub-advisers, using approaches such as tactical asset allocation and tax-aware techniques.

Joseph Wehrly is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Alphastar Capital Management LLC and SageGuard Financial Group, LLC. Wehrly is also the CEO and founder of Golden Rule Wealth Preservation, an investment-related business involved in insurance product sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing various investment strategies across ETFs, mutual funds, individual equities, options, and private investments.

Craig Fowlkes is a financial advisor at CORDA Investment Management, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with CORDA since 2015. CORDA Investment Management is a multi-team registered investment adviser managing approximately $2.0 billion in assets for about 1,359 clients through a team of roughly 30 advisors. The firm offers discretionary portfolio management, integrated financial planning, pension consulting, tax preparation, and access to attorney-led estate-planning services, using a range of investment strategies including long- and short-term trading, options strategies, and direct indexing.