Mark Manber is a financial advisor with Investment Research Corp who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Investment Research Corp since 2017 and concurrently at World Capital Brokerage, Inc. since 2007. Outside of his advisory role, Manber is a self-employed tax professional during tax season and also works as a customer service representative for United Air Lines. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad range of investment products with both discretionary and non-discretionary management options.

Brady Cox is a CFP® with two years of industry experience, currently serving as an advisor at The Sum. Prior to this, he worked at Baker Hughes and Mercy Ships. He also manages The Sum Prep, LLC, a tax preparation business associated with his firm, preparing tax returns seasonally for select clients. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm’s approach emphasizes asset allocation and passive investment strategies using index funds and ETFs, complemented by ongoing monitoring, rebalancing, and integrated tax and estate planning.

Cydney Nash is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management since 2023. She previously worked at Avion Wealth (formerly Efficient Wealth Management) for six years. Outside of finance, Nash is a co-owner of a storage facility business. 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 using tactical asset allocation models overseen by an investment committee.

Benjamin Hadley is a financial advisor at Skybound Wealth USA with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brite Advisors USA, Inc. for 10 years before joining Skybound Wealth Management USA, LLC. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm uses a centralized investment governance framework and manages most client assets on a non-discretionary basis, with a focus on coordinated estate planning and a range of structured product offerings.

David Luedecke Jr. is a financial advisor at Diamond Client Group, LLC in The Woodlands, TX, with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. 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 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 alternative investments.

Brenda Garcia Ayala is a financial advisor at Banorte Asset Management, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at VectorGlobalWMG, Inc. from 2014 to 2021. 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 through its BAM Traditional program and a white-label digital platform, serving a largely international client base with a focus on Latin America.

Luis Jimenez Perez is a financial advisor at MMBG Investment Advisors Co. with a Series 65 credential and one year of industry experience. Prior to joining MMBG, he worked for Banco Santander International for seven years and Banco Santander Mexico for six years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines macro analysis with fundamental security selection, offering customized portfolios that include equity and fixed-income holdings tailored to client objectives.

Andrew King is a financial advisor at AWM Financial Services Inc. with one year of industry experience. He holds the Series 65 designation and previously worked at OSAIC, Securities America, Inc., and was self-employed. Prior to his advisory career, he was involved with 4Kings Cattle Co. for five years and held roles in higher education at Stephen F. Austin State University School and Schreiner University. 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 approach combining quantitative, fundamental, technical, and economic analysis, managing approximately $320.6 million in discretionary assets.

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.

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.

Kumar Patel is a financial advisor at Skybound Wealth USA with a Series 65 designation and two years of industry experience. Prior to joining Skybound Wealth USA, he worked in technology and consulting roles at firms including nCino and ComplyAdvantage. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and specialized cross-border pension advice, including UK pension transfers. The firm emphasizes a centralized investment governance framework and primarily provides non-discretionary advice while maintaining international affiliations and a suite of related financial services.

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.

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.

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.

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.