Timothy Sharer is a financial advisor with LVZ, Inc. and holds Series 63 and Series 66 licenses, with 33 years of industry experience. He has worked at Next Financial Group, INC since 2002 and joined LVZ, Inc. in 2024. Outside of his advisory roles, he owns the Sharer McKinley Group, which provides life insurance, long-term care, and annuity sales, and is also an author. LVZ, Inc. serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, managing approximately $1.125 billion in assets across more than 2,400 client relationships. The firm employs a range of portfolio strategies primarily using ETFs, mutual funds, and other pooled vehicles, combining fundamental and technical analysis with oversight on AI use in its investment process.

Hogan Choyce is a financial advisor at Wealth Management Group with Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Co. of America. Outside of finance, he works part-time as a sanitation worker. Wealth Management Group provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, utilizing multiple investment strategies and a broad range of investment vehicles.

Chanse Wegner is a financial advisor at Lifestyle Asset Management, Inc. with a Series 66 designation and experience beginning in 2021. His prior roles include positions at Cetera and FlipCo Financial, along with work at Texas A&M University and Friendswood High School. Lifestyle Asset Management, Inc. provides advisory services to individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm customizes portfolios based on client objectives, risk tolerance, tax considerations, and liquidity needs, employing a variety of investment strategies and serving as a sub-advisor and model signal provider to other registered investment advisers.

John Ellis is a financial advisor with Alden Investment Group in Houston, TX, holding Series 63 and Series 66 credentials and 42 years of industry experience. His prior career includes 15 years at CUNA Mutual Group and associated brokerage services, as well as roles at MassMutual Life Insurance and LPL Financial. Outside of his advisory work, he is a partner at Earnest Consulting Group, where he presents credit union-owned life insurance products to credit unions and is involved in outside insurance sales. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm specializes in retirement and executive benefit programs for small and mid-sized employers and employs a proprietary technology platform for integrated portfolio management and held-away account oversight.

Kyle Johnston Sr. is a financial advisor with Lifestyle Asset Management, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and First Allied Securities. Outside of advisory work, he is associated with The Johnston Company. Lifestyle Asset Management, Inc. serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm offers portfolio management, financial planning, pension consulting, and model portfolio services, employing a client-specific approach that integrates various investment strategies and analyses.

Miguel Maisterra Silva is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 license and two years of industry experience. He has worked at Monex Securities Inc. and Banorte Asset Management, Inc., among other roles. Outside of finance, he is a golf coach and owner of a golf lessons business. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a combination of charting, fundamental, and technical analysis and offers a range of strategies from long-term holdings to short-term trading and option writing.

Michele Jones is a financial advisor at RHP Wealth Management with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Merrill Lynch, and Purshe Kaplan Sterling Investments. Outside of financial advising, she is a silent owner of a communications company, Votel Communications. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets. The firm serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, offering wealth management services such as discretionary investment management, financial planning, and retirement plan consulting with a focus on diversified, tax-aware asset allocation.

Juan Medina is a financial advisor at ACP Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including REL Capital Advisors, FigTree Financial USA, Inc, Banorte-Ixe Securities International, Ltd., and Morgan Stanley. Outside of his advisory role, Medina consults for Artemis Green LLC, focusing on commercial strategies related to sustainability initiatives. ACP Capital Management provides discretionary and non-discretionary investment management to private funds, institutional accounts, separately managed accounts, and high-net-worth individuals. The firm employs a combination of proprietary and third-party model portfolios and offers consolidated wealth reporting, managing a range of investments including ETFs, UCITS, structured products, and emerging-market fixed income.

Daniel De Barros is a financial advisor at Robertson Investment Management with Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Pacific Investment Management Company, PIMCO Investments, and several other firms between 2018 and 2025. Robertson Investment Management serves a broad client base including individuals, families, trusts, pensions, corporations, and banks. The firm offers discretionary and non-discretionary portfolio management, financial planning, family office services, corporate finance, and private placement opportunities, combining fundamental, technical, and cyclical analysis with both in-house and third-party managers.

Lingyun Yang is a financial advisor at RHP Wealth Management in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Prior to joining RHP Wealth Management, Yang held roles at Equitable Advisors, LLC and Royal Harbor Partners, LLC, among others. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a diversified, tax-aware investment approach with discretionary portfolio management and offers a range of wealth management services including financial planning and retirement plan consulting.

Rachel Kleinman is a CFP® and holds a Series 66 license with 10 years of industry experience. She is currently with Burkholder Wealth Management and previously worked at Dimensional Fund Advisors. Burkholder Wealth Management is a team-based registered investment adviser managing approximately $380 million for around 266 clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing diversified model portfolios focused on mutual funds and ETFs aligned with client risk tolerance and objectives.

Elijah Lopez is a financial advisor at Manske Wealth Management, LLC in Houston, TX, holding a Series 65 designation with eight years of industry experience. He has been with Manske Wealth Management since 2015. Manske Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm manages approximately $608 million in client assets across a seven-advisor team and employs a goal-based investment approach, incorporating fundamental, technical, and cyclical analysis in constructing tailored portfolios.

Jamie Staggs is a CFP® and Series 66-registered advisor with six years of industry experience. She is currently with Lifestyle Asset Management, Inc. and has previously worked at Cetera Advisors LLC and First Allied Securities, Inc. Jamie also has experience in administrative roles related to financial planning. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of year-end 2025. The firm offers customized portfolio management and financial planning services using a variety of investment approaches, including proprietary and third-party models, and serves as a sub-advisor and model provider to other registered investment advisers.

Jason Burdine is a financial advisor at Post Oak Private Wealth Advisors in Houston, Texas, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Investment Professionals, Inc., LPL Financial LLC, and Incomar Investments, LLC. Outside of his advisory role, he advises on school curriculum through a separate educational business. Post Oak Private Wealth Advisors serves individuals, institutions, and various plan types with portfolio management, financial planning, and educational seminars. The firm manages approximately $282 million in discretionary assets, employing a value- and risk-focused investment philosophy that incorporates a mix of equities, fixed income, mutual funds, ETFs, options, and proprietary manager research.

Hoang Khoi Ly is a financial advisor at Manske Wealth Management, LLC in Houston, TX, with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Invesco and Nordstrom. Manske Wealth Management provides financial planning, consulting, and discretionary wealth and portfolio management to individuals, trusts, estates, corporations, and business entities. The firm manages about $707 million for roughly 480 clients and employs a multi-method investment analysis tailored to client-specific objectives.

Donna Binion is a financial advisor at Sanders Morris LLC in Houston, TX, holding a Series 63 designation with 25 years of industry experience. She has been with Sanders Morris Harris Inc. since 2011. Sanders Morris LLC provides investment advisory and brokerage services to a broad client base, including individuals, high net worth families, retirement plans, trusts, estates, corporations, and other business entities. The firm primarily offers portfolio management through wrap-fee programs, combining discretionary management with third-party portfolio managers and model portfolios to create diversified allocations tailored to clients’ objectives and risk tolerance.

James Latiolais is a financial advisor at Lifestyle Asset Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Invicta FG, BDT & Associates, Inc., and Cetera Advisor Networks. In addition to his advisory role, he operates as a licensed independent insurance agent selling and servicing health and life insurance products. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm offers tailored portfolio management, financial planning, and pension consulting services, utilizing a mix of equities, ETFs, mutual funds, fixed income, alternatives, and third-party models.

Lotte Optekamp is a financial advisor with Lifestyle Asset Management, Inc. She holds the Series 63 designation and has 26 years of industry experience, including 15 years with her current firm. Ms. Optekamp is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm customizes portfolios based on client objectives and risk tolerance, employing a blend of investment strategies and proprietary models, and manages approximately $571 million in discretionary assets across multiple offices.

David Collins is a Series 65-licensed financial advisor with five years of industry experience. He is currently with WealthCare Financial Group, Inc. and has prior experience at Sequent Planning, LLC and National Empowerment Financial Group. Outside of advising, he is a co-owner of ACDC Victory LLC, a real estate business. WealthCare Financial Group serves individuals, families, business owners, non-profits, and retirement plan sponsors. The firm offers financial and retirement planning, portfolio management, and pension consulting, utilizing a structured investing approach based on diversified, customized portfolios and long-term strategies.

Brian Everett is a CFP® with over 42 years of industry experience. He is currently with Lifestyle Asset Management, INC. and has held positions at Cetera, First Allied Advisory Services, and Linsco/Private Ledger Corp., among others. Everett also serves as a trustee of a living trust and is involved in estate and financial planning through Everett Financial Group. Lifestyle Asset Management, Inc. provides advisory services to individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm offers customized portfolio management, financial planning, pension consulting, and serves as a sub-advisor and model provider to other registered investment advisers.