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.

Allexander Pellicano is a CFA® charterholder currently with Granite Harbor Advisors, Inc. in Houston, TX. He has one year of experience in financial advising, having joined Granite Harbor Advisors in 2026. His prior roles include positions at Central Storage & Warehouse, Exact Sciences Corporation, Baker Tilly US, LLP, and General Electric. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, retirement plan consulting, and oversight of pooled investment vehicles. The firm is notable for sponsoring multiple private funds and providing a range of traditional and alternative investment strategies.

Kyle Mcclain is a CFP® certificant with 10 years of experience in financial advising. He has worked at Rhame & Gorrell Wealth Management since 2017, following prior roles at Bank of America and Merrill. Mcclain holds Series 63 and 66 licenses. 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 provides financial planning, consulting, and discretionary portfolio management, employing tactical asset allocation models and both long- and short-term strategies to tailor investment solutions to client objectives.

Philip Hamilton is a financial advisor with D.H. Hill Advisors, Inc. in Kingwood, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Sws Financial Services and Horter Investment Management, LLC. Outside of his advisory work, he is involved in insurance sales focused on final expense and mortgage protection. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm supports independent Investment Adviser Representatives through two platforms that offer a range of investment strategies, including tactical asset allocation, active and passive approaches, and tax-management techniques.

Cody Wainscott is a financial advisor at Endeavor Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Stenger Family Office, Haynie & Company, LLP, and RSM US, LLP. Endeavor Advisors, LLC provides comprehensive wealth management and investment advisory services to select families, businesses, and institutions. The firm follows an allocation-driven, buy-and-hold investment approach primarily using ETFs, no-load mutual funds, and separately managed accounts.

William Grant is a financial advisor at Diamond Client Group, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Metlife Securities, Inc., Mass Mutual Investors Services, and Peak Brokerage Services, LLC. Grant is also involved in insurance sales related to individual life, dental, health, and long-term care products. 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 integrates fundamental analysis, modern portfolio theory, and technical analysis in its investment process and supports client participation in private placements and other alternative investments.

Taylor Condon is a Series 65-registered advisor with Skybound Wealth USA, based in Houston, TX, with one year of industry experience. He holds director roles in two consulting businesses, Altitude and TLC Private Wealth. Skybound Wealth USA serves individuals, families, and internationally mobile clients, providing investment management, financial planning, and cross-border pension advice, with a notable focus on UK pension transfers and estate planning coordination through third-party platforms. The firm operates with a centralized investment governance framework and is part of an international wealth management group with affiliated insurance, mortgage, and lending businesses.

Timothy Smith is a CFP® professional with over 30 years of experience in financial advising. He has been with Granite Harbor Advisors, INC. since 2015 and Granite Harbor Group since 2016. Outside of his advisory work, he serves as president of a homeowners association and is a board member of Ronald McDonald House Charities Greater Houston. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a broad range of public and private securities and sponsors multiple private funds alongside traditional portfolio management services.

Antonio Teruggi Pereda 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 worked at Banorte Asset Management since 2019 and at Banorte Securities International, Ltd. since 2014. 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 and a range of model portfolios, serving a primarily international client base with a notable presence in Latin America.

Ryan Lewis is a financial advisor at Endeavor Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Endeavor Advisors, he worked at JLL and has a background in construction and property ventures. He also attended Abilene Christian University. Endeavor Advisors, LLC is a registered investment adviser serving individuals, high net worth families, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using a variety of securities and offers family office services alongside financial planning and consulting.

Christopher Gaffney is a CFP® with 19 years of industry experience. He has been with Peak Financial Management, Inc. since 2014. He holds Series 63 and Series 65 licenses and is based in Wellesley, MA. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets and uses model-based investment policies across a range of asset-allocation portfolios.

John Geresi is a Series 66 licensed advisor at Rhame & Gorrell Wealth Management with seven years of industry experience. He has worked at several firms including Robertson Investment Management, Willis Johnson & Associates, Bank of America N.A., Merrill, and Edward Jones. 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 provides financial planning, consulting, and discretionary portfolio management with a focus on tactical asset allocation and risk-aligned investment strategies, supported by an affiliated accounting practice offering tax return preparation for select clients.

Rebecca Arseneau is a financial advisor with Haven Wealth Group in Houston, TX, holding a Series 65 designation and over 45 years of industry experience. Her career includes long-term service at Wells Fargo Bank and subsequent roles at South Trust Bank and Veritex Community Bank before joining Haven Wealth Group. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring portfolios to client risk tolerance and cash-flow needs while balancing income-producing and growth-oriented holdings.

Jason Peirce is a financial advisor at Peirce Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2022. Prior to this, he was affiliated with the Mercatus Center and Texas Tech University. Peirce Capital Management, LLC provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm manages approximately $456.8 million in discretionary assets and employs an investment approach based on Modern Portfolio Theory, focusing on asset allocation and primarily using passively managed mutual funds.

Michael Parker Jr. is a financial advisor at Lasting Mark Retirement Group LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including Acrylic Financial, Inc. and Horace Mann Investors, Inc. Outside of his advisory role, he serves as a Support Director for Business Networking International, where he coaches business owners on networking and accountability. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

Noor Amirali is a CFP® with 27 years of industry experience, currently serving as a financial advisor at D.H. Hill Advisors, Inc. since 2009. His background includes roles at both D.H. Hill Advisors and its affiliated broker-dealer, D.H. Hill Securities. Outside of his advisory work, he is a member of A & K Development, LLC, a non-investment-related business. D.H. Hill Advisors provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and institutional clients. The firm offers a range of investment approaches, including tactical asset allocation and tax-management strategies, supporting independent Investment Adviser Representatives through distinct operating platforms.

Matthew Stevenson is a financial advisor at AWM Financial Services Inc. in The Woodlands, TX, holding a Series 65 designation with 10 years of industry experience. He has been with AWM Financial Services since 2016, working under the Allied Wealth Management brand. 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 employs a model-based investment process that integrates quantitative, fundamental, technical, and economic analysis, managing approximately $320.6 million in discretionary assets.

Oscar Mondragon is a CFP® professional with 13 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked for over a decade, and has also held roles with Cetera Investment Services LLC since 2026. Outside of his advisory duties, Mondragon is a licensed insurance agent and operates a consulting firm focused on coaching individuals and businesses in revenue growth, profitability, and organizational development. Centric Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes both long- and short-term trading strategies while tailoring financial plans to clients’ individual circumstances.

Paula Mc Gee is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at H&R Block and ownership of a personal business. Haven Wealth Group offers discretionary investment management and financial planning services for individuals, high-net-worth clients, foundations, pensions, endowments, and 401(k) plans, employing a values-based, tailored asset-allocation approach that includes the use of options and emphasizes individual stocks and bonds.