Daniel Wheless is a Series 65 licensed advisor with AWM Financial Services Inc. in The Woodlands, TX, where he has worked since 2000, totaling 18 years of industry experience. His prior roles include positions at Portfolio Dynamix, Retirement Wealth Advisors, Inc., and FormulaFolio Investments, LLC. He is also CEO of AWM Insurance Services Inc., where he is involved in life insurance and annuity sales. AWM Financial Services Inc. is a six-advisor team managing $233.7 million in discretionary assets for over 1,300 clients. The firm provides portfolio management, financial planning, and pension consulting services, employing a model-driven investment process that combines quantitative, fundamental, and economic analyses.

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.

James Webb is a CFP® with 37 years of industry experience, currently serving at Stirlingshire Investments since 2023. His prior roles include consulting for Plumbers Union Local 68, a board position at Woodlands Church, and membership on the Gerson Lehrman Group council. Webb’s career includes various financial advisory and consulting positions across multiple firms since 2010. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover services. The firm utilizes a blend of analytical methods to tailor portfolios across a broad range of investment instruments, managing most accounts on a discretionary basis and operating an extensive office network despite its team size.

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 at Waterway Wealth Management, L.L.C. with two years of industry experience. He previously worked at Regions Bank for five years and Northern Trust for six years. Waterway Wealth Management serves individuals, pension and profit-sharing plans, and trusts and estates, offering comprehensive financial planning, retirement-plan advisory, and discretionary investment management through a firm-sponsored wrap fee program. The firm integrates financial planning with discretionary portfolio management and employs options-based overlay strategies for suitable clients.

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.

Daniel Michalk is a financial advisor at Waterway Wealth Management, L.L.C. in The Woodlands, TX, holding the CFP®, CFA®, and ChFC® designations with 31 years of industry experience. He has worked at Waterway Wealth Management since 2012, following ten years at Heritage Wealth Management and earlier roles at Sunamerica Securities and Lutheran Brotherhood Securities. Waterway Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering comprehensive financial planning and discretionary investment management through a firm-sponsored wrap fee program. The firm integrates financial planning with portfolio management and employs options-based strategies and third-party oversight for defined-contribution accounts.

Lyndin Simpson is a financial advisor at Stenger Family Office, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hines Private Wealth Solutions LLC, Hines Securities Inc, and Eight Eleven Group dba Medasource. Stenger Family Office serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, managing approximately $735 million in assets. The firm provides customized financial planning, portfolio management, and family office services, employing a range of investment strategies and offering multiple service tiers.

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.

Mckenna Dehn is a financial advisor with The Sum in The Woodlands, TX, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining The Sum, Mckenna worked at Fidelity Investments and has held various roles including educational and family financial support positions. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations through discretionary portfolio management and comprehensive financial planning. The firm emphasizes a passive, asset-allocation-driven investment approach grounded in modern portfolio theory, integrating tax, estate, insurance, and cash-flow considerations into client plans.

Manuel Malvaez is a financial advisor with Camden Wealth Advisors LLC, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Camden Wealth Advisors since 2014 and is also involved in business consulting through Accesum Global Services and Accesum Consulting Services, focusing on market and business development in Mexico and Latin America. Additionally, he consults for several real estate companies. Camden Wealth Advisors provides investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals and institutions. The firm offers customized portfolio strategies, including discretionary and non-discretionary management, and coordinates advanced planning services through affiliated entities.

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 in Kingwood, TX, holding a Series 65 designation. He has one year of experience in the financial services industry, having joined Kingwood Investment Group in 2025 after a ten-year tenure at Bruker Scientific LLC. Kingwood Investment Group provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm offers tailored advice based on client objectives and risk tolerances, utilizing a mix of asset allocation, dollar-cost averaging, technical analysis, and various investment strategies, and may engage third-party sub-advisors to manage client portfolios.

Jill Chandler is a financial advisor at The Sum with a Series 65 credential and nine years of industry experience. She previously worked at IMA and NSF before joining The Sum. 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 grounded in modern portfolio theory, primarily using passive index funds and ETFs, with ongoing monitoring and discretionary rebalancing.

Alexander Amundson is a financial advisor at Avion Wealth with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, LPL Financial, Royal Alliance, and other advisory firms. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailored to clients’ objectives and risk tolerance, and recently expanded its capabilities to include options trading and writing.

Kyle McClain is a Certified Financial Planner® with 10 years of industry experience. He has been with Rhame & Gorrell Wealth Management since 2017, following prior roles at Bank of America and Merrill. McClain holds the CFP®, Series 63, and Series 66 credentials. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages approximately $1.44 billion in client assets.

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.

Paul Carroll is a CFP® and holds a Series 65 license with 21 years of experience in financial advising. He has been with Avion Wealth (formerly Efficient Wealth Management LLC) since 2003 and previously worked for Continental Airlines from 1997 to 2019. Avion Wealth serves individuals, including high-net-worth clients, trusts, charitable organizations, and business entities, offering discretionary portfolio management along with comprehensive financial and advanced planning services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to client objectives and risk tolerance, and recently added options trading and writing to its capabilities.

William Grant is a financial advisor at Diamond Client Group, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Vanderbilt Financial Group, Mass Mutual, and Metlife Securities. Diamond Client Group provides advisory services to individuals, high-net-worth clients, and business entities, offering discretionary portfolio management, alternative investment sourcing, and financial planning. The firm employs a blend of fundamental analysis, modern portfolio theory, and technical analysis, typically focusing on long-term strategies.

Karla Saez is a financial advisor at Avion Wealth with a Series 65 designation and one year of industry experience. Prior to joining Avion Wealth in 2025, she worked with Assemblies of God U.S. Missions for six years and held roles at Texas A&M University and its LAUNCH Office. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management along with comprehensive financial and advanced planning services. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and tailors portfolios to clients' objectives, risk tolerance, and time horizon.