David Melchor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity since 2012, progressing through roles including Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Throughout his career, David focuses on advocating for his clients and helping them develop robust financial plans to provide peace of mind over time. David's experience spans a range of financial consulting roles, emphasizing building strong relationships with clients and supporting their long-term financial goals. Outside of his professional work, he enjoys outdoor activities and hobbies such as camping, comedy, fishing, football, hiking, and kayaking.

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 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.

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.

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.

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.

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 66 and Series 63 licenses and has previously worked with Ameriprise, LPL Financial LLC, Royal Alliance, Strategic Wealth Advisors Group, and Regency Investment Advisors. Avion Wealth serves individuals, trusts, charitable organizations, and business entities by providing discretionary portfolio management, comprehensive financial planning, and advanced planning services. The firm employs a structured wealth management approach called the “Avion Wealth Formula,” emphasizing long-term, buy-and-hold asset allocation tailored to client objectives and risk tolerances.

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.

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.

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.

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.