Steven Neustaedter is a CFP® professional with 29 years of experience in financial advisory services. He has been with Creative Financial Designs, Inc. since 2013 and also operates Steven Neustaedter and Associates, Inc. alongside his role at the firm. His other business activities include independent insurance sales and involvement with Swan Wealth Management LLC. Creative Financial Designs serves a diverse client base, including individual, charitable, corporate, and retirement plan clients, offering investment management and financial planning through a network of advisers. The firm’s investment approach emphasizes asset-class model allocations supported by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Lee Porter is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation. He has held positions at Foundations Investment Advisors and Vital Retirement Planners since 2026 and has prior experience at Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Larry Mahoney is a CFP® with 15 years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2017. Prior to this, he worked at Tucker Asset Management and has maintained a sole proprietorship, Larry J Mahoney, since 1987. He is also the Chapter President of the American Financial Education Alliance, where he gives educational seminars on financial topics. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices, managing nearly $1 billion in assets for approximately 3,220 clients.

Preston Snow is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is affiliated with Avidian Wealth Solutions and has previously worked at J.P. Morgan Securities. Outside of his advisory role, he owns and oversees farm and ranch activities through PNPR Interest, LLC. Avidian Wealth Solutions is an SEC-registered firm serving individuals, high-net-worth families, businesses, retirement plans, and institutional clients. The firm employs primarily model-based managed solutions supplemented by sub-advisors and separately managed accounts, and it also acts as a fund sponsor and sub-adviser, providing a range of investment management and financial planning services.

Nelson Negron Jr. is a financial advisor with OneAscent Financial Services LLC in Houston, TX, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and Morgan Stanley. He volunteers at Foundations Christian Academy. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, using both advisor-managed and model-based investment approaches.

Quentin Moore II is a financial advisor with Geneos Wealth Management, Inc. in Bellaire, TX, holding a Series 63 designation and 38 years of industry experience. He has worked at Salt Grass Financial Group and Geneos Wealth Management since 2003. Outside of advising, he is involved in tax preparation and acts as an independent agent for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and investment strategies with discretionary trading authority for most accounts.

Richard Young Jr. is a financial advisor with HBW Advisory Services LLC in Missouri City, TX, holding a Series 65 credential and one year of industry experience. Prior to joining HBW Advisory Services in 2024, he was retired from 2018 to 2024 and worked at the Federal Aviation Administration from 1991 to 2018. HBW Advisory Services manages approximately $1.75 billion in assets and offers a mix of discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach including tactical asset allocation and multi-manager diversification, and is notable for its high client load per advisor and institutional and intermediary roles.

Coby Culpepper is a financial advisor with Foundations Investment Advisors LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at AE Wealth Management, Impact Partners Financial, and Edward Jones. Culpepper is also involved in insurance sales as an associate advisor with Impact Partners Financial. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through a network of nearly 300 investment representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

David Sabonghy is a financial advisor at Waterloo Capital with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Avidian Wealth Solutions, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Outside of his advisory role, he is president of Sabonghy Interests LLC, an oil and gas business. Waterloo Capital is an SEC-registered multi-team adviser serving entrepreneurs, high-net-worth individuals, trusts, retirement plans, and other entities. The firm offers customized portfolio management focused on fundamental analysis and long-term, buy-and-hold strategies, along with access to third-party sub-advisers and a range of investment tools.

Alan Olson is a financial advisor at Royal Fund Management, LLC in Houston, TX, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Royal Fund Management since 2014. Outside of his advisory role, Olson is also an insurance agent operating a separate insurance services business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers unique access to select non-traded REITs and an options-writing overlay for enrolled clients.

Adam Morrow is a financial advisor at The Fiduciary Alliance in Houston, TX, holding a Series 65 designation. He has experience spanning multiple roles since 2016, including positions at Morgan Stanley and his own Morrow Wealth Advisory Group. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and may use third-party managers in portfolio implementation.

Paul Brown is a financial advisor at Gradient Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2018, alongside roles at Titan Tax Advisors and RMD Financial. Brown is also the owner of Titan Tax Advisors, a tax preparation business where he conducts seminars and speaking engagements. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, focusing on a non-discretionary model that requires client approval for transactions and utilizes fundamental, technical, and cyclical analysis in portfolio management.

Andrew Miller is a CFP® with 24 years of industry experience, currently serving at Independent Solutions Wealth Management, LLC. His prior experience includes roles at NEXT Financial Group and Ameriprise. Miller is also involved in advisory consulting and business development through his affiliations with Independent Solutions Wealth Management and Peak Brokerage Services. Independent Solutions Wealth Management LLC is an SEC-registered advisory firm managing approximately $1.54 billion in client assets, offering financial planning and portfolio management services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm emphasizes strategic asset allocation and a manager selection process centered on in-house due diligence and portfolio monitoring.

William Leake is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Sequent Planning since 2018 and previously worked at Proequities, Inc. from 2013 to 2018. In addition to his advisory role, he manages an insurance business, Futurity First Insurance Group. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement plan services through a network of approximately 97 advisors who implement a diversified and tax-aware investment approach.

Deborah Sopher is a financial advisor at Trek Financial in Bellaire, TX, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2010, with prior roles at World Equity Group and Purshe Kaplan Sterling Investments. Outside her work at Trek, she owns a group employee benefits firm, Strategic Benefits Solutions. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools and a wide range of systematic and alternative strategies in portfolio management.

Wyatt Broome is a financial advisor with Foundations Investment Advisors LLC based in Houston, TX. He holds the Series 63 and Series 65 licenses and has five years of industry experience. Broome's background includes positions at Fidelity Investments, Purshe Kaplan Sterling Investments, and AE Wealth Management. He is also an associate advisor with Impact Partners Financial, where he is involved in insurance sales. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients through a network of almost 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Cameron Miller is a CFP® professional with six years of experience in financial advisory roles. He is currently with Avantax Planning Partners, Inc. and has previously worked with Cetera Wealth Services and Jones Tax and Financial Services Inc. Miller also serves as a board member for Jones Tax and Financial Services Inc., a family-owned tax and financial service company. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives. The firm serves individuals, pension plans, charitable organizations, and businesses, managing approximately $7.57 billion in assets as of the end of 2025.

Amanda Ton is a financial advisor with Arax Advisory Partners in Houston, TX, holding Series 63 and Series 65 credentials and 38 years of industry experience. She previously worked at U.S. Capital Wealth Advisors, LLC, and USCA Securities LLC. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets with more than 200 advisors, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and retirement plan consulting, utilizing internal and external managers alongside tailored asset-allocation strategies.

John Sicola is a financial advisor with Gradient Advisors, LLC, holding the ChFC® designation and Series 63 license, with six years of industry experience. His prior roles include positions at AE Wealth Management, The Lloyd Financial Group, and his own firm, Sicola Advisory Group, LLC. Outside of his advisory work, he is a member of the Knights of Columbus, a Catholic fraternal charity organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering portfolio services on a non-discretionary basis.

Vivekananda Kini is a financial advisor at Gradient Advisors, LLC with a Series 65 designation and over a decade of experience spanning roles at World Financial Solutions, Inc and 1st Alliance Mortgage Company. He has been with Gradient Advisors since 2026. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates through a network of Investment Advisor Representatives and third-party money managers, emphasizing a largely non-discretionary model and employing various analytical approaches in portfolio management.