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.

Wesley Peirce is a financial advisor at Peirce Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Peirce Capital Management since 2007. The firm provides investment management and retirement-plan advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. Peirce Capital Management emphasizes a Modern Portfolio Theory-based investment approach, primarily using passively managed asset-class mutual funds and tools such as Monte Carlo analysis to support portfolio construction and ongoing monitoring.

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.

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.

Nicholas Drew is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Modern Capital Advisors since 2012. Outside of his advisory role, he is co-owner of Retro DJ To Go, LLC, a disc jockey service, and serves as Attorney-In-Fact for the Lakes At Cypress Hill Home Owners Association, handling accounting duties. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with diversified portfolios and offers Strategic Portfolio Management strategies through various custodial platforms.

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.

Sam Ling is a financial advisor at Skybound Wealth USA with five years of industry experience. He holds a Series 65 designation and previously worked at Beacon Global Advisor Network, MMPI Financial Services, Ltd, and Allsop Ireland. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers and ongoing pension management. The firm employs a centralized investment governance framework and typically provides non-discretionary investment recommendations, relying on affiliated personnel for research and due diligence within an international network.

Richard Wiesner is a financial advisor at Haven Wealth Group in Cypress, TX, holding a Series 65 designation with 12 years of industry experience. He previously retired from 2009 to 2018 before joining his current firm. 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 asset allocations to clients’ risk tolerance, cash-flow needs, and values.

Jared Virgadamo is a financial advisor at Granite Harbor Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank N.A., and Manske Wealth Management. Before transitioning into finance, he served four years in the United States Marine Corps and was involved with the First Baptist Church of Clovis for six years. Granite Harbor Advisors serves individual and high-net-worth clients as well as institutional sponsors, offering asset management, financial planning, and retirement plan consulting. The firm manages portfolios that include public and private securities and sponsors multiple private funds alongside providing traditional portfolio management services.

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.

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.