Zachary Majors is a CFP® with 16 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked since 2016, and previously affiliated with Cetera Investment Services LLC. Outside of his advisory role, Majors provides consulting services through Majors Family Holdings LLC, focusing on business growth and operational efficiency. Centric Advisors offers 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 in its investment approach and utilizes a range of trading strategies including margin, short sales, and options.

Steven Hobbs is a financial advisor at Managed Financial Services Corp., Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Managed Financial Services Corp., Inc. since 1999. Managed Financial Services Corporation serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans and other institutional entities. The firm manages investments through a seven-advisor team that uses a committee-based approach incorporating proprietary scorecards and Modern Portfolio Theory criteria to guide portfolio decisions.

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.

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.

William Calvin is a financial advisor at Haven Wealth Group in Houston, TX, holding a Series 65 designation with 16 years of industry experience. He has been with Haven Wealth Group since 2009. Haven Wealth Group provides discretionary investment management and comprehensive financial planning for individuals, foundations, pension and 401(k) plans, and some corporations. The firm emphasizes direct selection of individual stocks and bonds, tailoring asset allocations to clients’ risk tolerance and needs, and combines portfolio oversight with plan-level advice.

Nicole Riney is a CFP® professional with six years of industry experience, currently with Oak Harvest Investment Services in Houston, TX. She has worked with Oak Harvest Financial Group and Oak Harvest Investment Services since 2019, and previously spent ten years with the Houston Municipal Employee Pension System. 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 combines fundamental, technical, and value/cyclical analysis in managing discretionary client accounts across various asset classes and also advises an open-end mutual fund.

Devoda Owens is a CFP® with five years of industry experience, currently serving as a financial advisor at RIA Advisors in Houston, TX. His prior roles include positions at Clarity Financial, Prime Capital Financial, Linscomb Wealth, and Morgan Stanley. RIA Advisors provides fee-based portfolio management and financial planning to individual clients, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Kelley Mckenna is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Childress Capital Advisors, LLC since 2022. Prior to this, she worked for seven years at Stifel, Nicolaus & Company, Incorporated. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts. The firm serves individuals, high-net-worth clients, trusts, and institutional clients using a combination of fundamental and technical analysis with active and passive investment strategies, including the use of derivatives and options within separately managed accounts.

Blair Greenwood is a CFP® professional with 10 years of industry experience, currently serving at Awaken Wealth Partners LLC in Houston, TX. Prior to joining Awaken Wealth Partners in 2026, he worked at Thrivent Advisor Network and Thrivent Financial for a total of six years. Outside of his advisory role, Greenwood is involved in volleyball coaching and training, including camp coaching for Baylor University volleyball and conducting private volleyball lessons and high school clinics. Awaken Wealth Partners is an SEC-registered firm that provides financial planning, discretionary investment management, and retirement plan advisory to individuals, high net worth individuals, estates, and trusts. The firm manages approximately $237 million in discretionary assets and customizes portfolios based on clients’ objectives using fundamental analysis and a primarily long-term investment approach.

Richard Walker is a financial advisor with Managed Financial Services Corp., Inc. in Houston, TX, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Managed Financial Services Corp., Inc. since 1997. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management for individuals, employer-sponsored retirement plans, and institutional clients, focusing on mutual funds and annuity products. The firm uses a formal, committee-driven investment process and tailored asset allocation strategies, managing approximately $56.7 million across its client base.

Daniel Whitty is a financial advisor at RIA Advisors in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at Invesco from 2019 to 2021 and was involved with Fix UR Gadget from 2013 to 2019. RIA Advisors provides fee-based portfolio management and financial planning to individuals, charitable organizations, small businesses, and tax-qualified retirement plans. The firm manages approximately $1.53 billion in assets and employs a blend of fundamental and technical analysis, value investing, and Modern Portfolio Theory in its investment approach.

Cindy Yac is a financial advisor at FCA Corp with a Series 65 designation and seven years of industry experience. She has been with FCA Corp since 2016. FCA Corp provides portfolio management, financial planning, and consulting services to individuals, managed entities, and open-end investment companies. The firm employs a fundamental and macroeconomic approach to create customized portfolios and serves as the investment adviser to the Commonwealth International Series Trust.

Thomas Pewtress is a financial advisor at Skybound Wealth USA with six years of industry experience. He holds a Series 65 designation and has worked primarily with Skybound Wealth Management and its affiliated entities since 2018, with prior experience at Beacon Global Advisor Network and deVere Acuma. Skybound Wealth USA serves individuals, families, and internationally mobile clients by providing investment management, financial planning, and cross-border pension advice, including UK pension transfers and ongoing pension management. The firm uses a centralized investment governance framework and typically manages most client assets on a non-discretionary basis.

Gregory Bickhart is a financial advisor with Awaken Wealth Partners LLC in Houston, TX, holding Series 63 and Series 66 licenses and 21 years of industry experience. His career includes roles at Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Thrivent Investment Management. Outside of advisory services, he is the owner of Arborbrook Consultants of GA, LLC, which manages expenses related to his affiliated businesses. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth clients, estates, and trusts with financial planning, discretionary investment management, and retirement plan advisory. The firm customizes portfolios based on client objectives, generally employs a long-term investment approach with fundamental analysis, and may use external managers while overseeing those relationships.

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.

William Kopp is a financial advisor with Freedom Day Solutions, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and UBS Financial Services. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, and offers retirement plan consulting, sub-advisory services, and estate-planning support. The firm employs a mix of fundamental and technical analysis to manage portfolios that include ETFs, individual equities, fixed income, and, for eligible clients, digital assets.

Gary Alden is a financial advisor with Kingwood Investment Group, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at NEXT Financial Group, LPL Financial, and UBS Financial Services. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients, employing varied strategies including asset allocation, dollar-cost averaging, and technical analysis. The firm operates as an SEC-registered investment adviser and may utilize third-party sub-advisors and platforms to manage and rebalance client portfolios.

Travis Verdin is a financial advisor with Sage Capital Advisors, LLC, holding a Series 65 credential and 11 years of industry experience. He has been with Sage Capital Advisors since 2015 and also owns T1 Computer Services, a non-investment related business providing IT monitoring and maintenance. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors, participants, individuals, families, and certain nonprofit clients. The firm employs a custom, value-oriented investment approach that integrates fundamental and technical analysis to create tailored portfolios using various asset types and strategies.

Diana Blair is a financial advisor at Sage Capital Advisors, LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Sage Capital Advisors since 2005. Sage Capital Advisors serves pension and profit-sharing plans, plan sponsors and participants, individuals, families, and certain nonprofit clients. The firm offers discretionary investment management, retirement-plan consulting, participant education, and financial planning through a value-oriented investment process that incorporates fundamental and technical analysis and utilizes individual equities, ETFs, fixed income, tactical strategies, and outside managers.

John Cook is a financial advisor with Managed Financial Services Corp Inc in Houston, TX, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Managed Financial Services, Inc. since 1997. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm specializes in mutual funds and annuity products, applying a committee-driven investment process that includes proprietary tools and formal monitoring to tailor portfolios to client objectives and risk tolerance.