Henry Stevens is a financial advisor at IAS Wealth Management, Inc. with 15 years of industry experience. He holds a Series 65 designation and has been with Investment Advisory Services, Inc. since 2010. IAS Wealth Management provides fee-only financial planning and discretionary investment management for individuals, trusts, estates, and business owners. The firm uses a team-based investment committee to manage portfolios on an individualized basis, applying both fundamental and technical analysis across various asset classes.

Matthew Clark is a financial advisor at CHJ Wealth Management in The Woodlands, TX, holding a Series 66 designation with eight years of industry experience. He has worked at Carlton, Hofferkamp and Jenks Wealth Management, LLC since 2023 and previously at Buckingham Strategic Wealth, LLC and Invesco. CHJ Wealth Management is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The five-advisor team manages approximately $540 million across about 286 client relationships, offering individualized portfolio management with a discretionary approach that combines fundamental and technical analysis.

Julio Gil Recio is a financial advisor with Banorte Asset Management, Inc., holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at Banorte Asset Management since 2019 and at Banorte Securities International, Ltd. since 2013. 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 model portfolios across various asset classes, serving a predominantly international client base, particularly Mexican citizens, and utilizes both traditional and digital investment platforms.

Jessica Mccain is a CFP® and holds a Series 66 license with 10 years of experience in the financial services industry. She has worked at UBS Financial Services for 12 years and has held positions at Park Avenue Advisors and Guardian Life Insurance Company before joining Waterway Wealth Management, L.L.C., where she has been since 2025. Waterway Wealth Management, L.L.C. provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, and estates. The firm serves a range of clients including high-net-worth individuals and offers ERISA plan advisory services alongside a tiered wrap fee program, managing approximately $675.8 million in assets.

Timothy Blanchard is a CFP® with 26 years of industry experience. He is currently with Rhame & Gorrell Wealth Management and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. Blanchard is based in The Woodlands, TX. 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 discretionary portfolio management and financial planning, utilizing in-house Tactical Asset Allocation models and offering a range of strategies including mutual funds, ETFs, equities, and fixed income.

Ariel Jasso is a financial advisor at Waterway Wealth Management, L.L.C. with nine years of industry experience. He previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., among other firms. 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, sponsors a wrap fee investment program, and manages approximately $552.8 million in assets using institutional custodial platforms and third-party held-away technology.

Cory Moscoso is a financial advisor at Rhame & Gorrell Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors. Outside of finance, he has experience with martial arts organizations including Global Martial Arts and Kula Karate. 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 offers financial planning, consulting, and discretionary portfolio management using tactical asset allocation models and employs various investment strategies tailored to client objectives.

Tyler Miller is a CFP® registered financial advisor with Rhame & Gorrell Wealth Management in The Woodlands, TX, bringing four years of industry experience. Prior to joining Rhame & Gorrell, he worked at Deloitte Tax and held positions at the University of the Incarnate Word. Rhame & Gorrell Wealth Management is a team of 15 advisors managing over $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 a range of investment strategies tailored to client objectives.

Richard Breedlove is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a Series 65 credential. He has one year of experience in the industry and has held roles at multiple firms prior to joining Pinkerton Wealth Partners. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis to implement active, passive, and tactical strategies.

Lucas Cheatham is a financial advisor at Diamond Client Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Peak Brokerage Services, Good Bull Capital GP Holdings LLC, Mass Mutual Life Insurance Company, and MML Investors Services LLC. Outside of his advisory work, he is involved in retail business activities, attending board meetings several times a year. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering portfolio management, sub-advisor selection, alternative investment sourcing, and financial planning. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide its investment approach.

Thomas Dunaway III is a CFP® with 16 years of industry experience. He is currently with The Sum, where he has worked since 2025, following several roles at Fidelity Investments and its affiliates from 2009 to 2025. 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 emphasizes an asset-allocation approach grounded in modern portfolio theory, using primarily passive index funds and ETFs combined with ongoing monitoring and rebalancing.

Steven Resnick is a financial advisor at The Sum with a Series 65 credential and no prior industry experience. His work history includes roles at AEGIS Hedging Solutions, DXC Technology, Information Services Group, and Alight Solutions. 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 emphasizes an asset-allocation approach grounded in modern portfolio theory, focusing on passive implementation through index mutual funds and ETFs, ongoing monitoring, and discretionary rebalancing.

Andre Baldanza is a financial advisor with Diamond Client Group, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, as well as a 25-year career in the United States Army. Diamond Client Group serves individual, high-net-worth, and business clients by offering discretionary portfolio management, financial planning, sub-adviser selection, and alternative investment services. The firm employs fundamental analysis, modern portfolio theory, and technical analysis within a long-term trading approach and also publishes a subscription newsletter with market commentary and timing recommendations.

Michael Neuenschwander is a CFP® with 25 years of industry experience, currently serving as an advisor at Outlook Wealth Advisors, LLC since 2018. He previously worked at Global Financial Private Capital, LLC and GF Investment Services, LLC. He is also involved as an insurance agent with Outlook Wealth Insurance Services, LLC. Outlook Wealth Advisors, LLC provides investment management, financial planning, pension consulting, and educational workshops to individuals, families, and small business owners. The firm employs a tailored asset allocation process and portfolio construction techniques, including options strategies and third-party sub-adviser oversight, serving a broad client base with over $543 million in assets under management.

Dudley Lehmer is a financial advisor at Pinkerton Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Game Plan Advisors, Inc. and Eagle Mountain Advisors LLC. Outside of his advisory role, he is the owner and CEO of Total Seminars, a company that provides computer repair training services. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients by offering discretionary and non-discretionary asset management alongside financial planning and fiduciary services. The firm employs a formula-driven investment process called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Curt Beck is a financial advisor at IAS Wealth Management, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked for Falcon Seaboard for 28 years. Outside of advising, he serves as a member of the Board of Managers and Tax Matters Partner for Axiom Energy, LLC, an oil reservoir development company. IAS Wealth Management provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and business owners. The firm employs a team-based investment committee that uses both fundamental and technical analysis to manage portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.

Brian Hagen is a financial advisor with D.H. Hill Advisors, Inc. in Montgomery, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at D.H. Hill Securities, LLLP since 2016 and The Stevenson Group since 2010. Outside of his advisory role, he serves as president of Gallant Financial, an insurance business. D.H. Hill Advisors provides wealth-management services to individuals, high-net-worth clients, retirement plans, corporations, foundations, and trusts. The firm offers financial planning, discretionary and nondiscretionary investment management, and retirement-plan consulting, employing a range of strategies including tactical asset allocation, quantitative and technical analysis, and tax-aware techniques.

Sarah Mc Ivor is a financial advisor at Avion Wealth with 11 years of industry experience. She holds a Series 65 designation and has been with Avion Wealth (formerly Efficient Wealth Management, LLC) since 2014. Avion Wealth serves individuals—including high-net-worth clients—trusts, charitable organizations, and business entities by providing discretionary portfolio management along with comprehensive financial and advanced planning services. The firm utilizes a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers a structured wealth management process known as the "Avion Wealth Formula."

Abigail Demirovic is a financial advisor at Avion Wealth with six years of industry experience. She holds the Series 65 designation and previously worked at BBVA and Massage Envy before joining Avion Wealth in 2020. Avion Wealth serves individuals, trusts, charitable organizations, and business entities, offering discretionary portfolio management alongside comprehensive financial and advanced planning services. The firm employs a structured wealth management approach combining investment consulting, advanced planning, and relationship management, with an investment process focused on long-term, buy-and-hold asset allocation tailored to client objectives and risk tolerance.

Brecklynn Williams is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. She has been with the firm since 2016. Rhame & Gorrell Wealth Management is a registered investment adviser 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 a range of investment strategies tailored to client objectives.