Lee Porter is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Foundations in 2026, he worked at Vital Retirement Planners, Optimizely, Blizzard Entertainment, and Sprinklr. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing strategy.

Larry Mahoney is a CFP® with 16 years of industry experience, currently serving as an advisor at Gradient Advisors, LLC since 2017. Prior to that, he worked at Tucker Asset Management and has operated his own financial practice since 1987. He is also involved with the American Financial Education Alliance as a chapter president, where he conducts educational seminars. 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 primarily through a network of Investment Advisor Representatives and third-party money managers, offering a largely non-discretionary model with a focus on documenting client objectives and risk tolerance through various analytical tools.

La Mar Hall is a financial advisor at MissionSquare Retirement with two years of industry experience. He holds Series 66 and Series 63 licenses. Outside of advisory work, he owns and operates bchybc LLC, a custom apparel business managed on weekends. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, which uses model portfolios developed by Morningstar Investment Management.

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.

Mark Countryman is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. He is based in Sugarland, TX and holds Series 63 and Series 65 licenses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Darin Womble is a financial advisor with Northwest Asset Management, holding Series 63 and 66 designations and 19 years of industry experience. His prior roles include positions at ARK Alliance Financial, JP Morgan Chase Bank, and TIAA-CREF. He serves as a board member of Next Generation Academy, a nonprofit preschool in Pearland, Texas. Northwest Asset Management provides customized investment management, retirement and financial planning, and consulting services to individuals, institutional clients, and charitable organizations. The firm employs strategic asset allocation and Modern Portfolio Theory in its investment approach and offers distinctive operational features such as sub-advisory and back-office services for other RIAs.

Adrian Gonzalez is a financial advisor with Capital Analysts in Sugar Land, TX, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Lincoln Investment and Operation HOPE, as well as community service positions with AltruVista and the Christian Community Service Center. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

Caitlin Little is a financial advisor at Capital Analysts with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Dearborn & Creggs and spent five years at CBS News. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors. The firm employs both discretionary and non-discretionary investment management, supported by an in-house research team and proprietary mutual-fund screening.

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 at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, AE Wealth Management, and Impact Partners Financial, where he also engages in insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

David Sabonghy is a financial advisor with Waterloo Capital in Sugar Land, TX, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Avidian Wealth Solutions, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Ameriprise. Outside of advisory work, he is president of Sabonghy Interests LLC, an oil and gas business. Waterloo Capital is a multi-advisor firm serving entrepreneurs, high-net-worth individuals, trusts, and institutional clients. The firm offers customized investment management and financial planning, emphasizing long-term strategic portfolios with periodic rebalancing and providing access to third-party sub-advisers, educational seminars, and referrals for tax and lending solutions.

Alan Olson is a financial advisor at Royal Fund Management, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Royal Fund Management since 2014 and has also been self-employed since 1998, primarily working as an insurance agent outside of investment-related activities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented risk tolerance using a variety of strategies and offers both discretionary and held-away advice through multiple platforms.

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 with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He is also the owner of Titan Tax Advisors, a tax preparation business in Webster, Texas, which provides tax services and hosts seminars and speaking engagements. His prior work includes roles at RMD Financial and Titan Tax Advisors. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model backed by various analytical tools and affiliated relationships.

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 who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked at Sequent Planning since 2018 and previously spent five years with Proequities, Inc. In addition to his advisory role, Leake serves as a branch manager at Futurity First Insurance Group, where he is involved in insurance sales. Sequent Planning, LLC is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, comprehensive financial planning, and retirement-plan services through a network of investment adviser representatives, employing a structured risk framework and diversified investment approaches.

Stewart Jacobson is a CFP®-designated financial advisor with Capital Analysts, based in Sugar Land, TX, with 41 years of industry experience. He has held positions at First Colony Municipal Utility District since 2007, Lincoln Investment Planning, Inc. since 2005, and PMP Research since 1999. Outside of his advisory work, Jacobson serves on the City Council of Sugar Land and is a board member of the ARC of Fort Bend County, a nonprofit supporting individuals with intellectual and developmental disabilities. He is also president and CEO of Dearborn & Creggs Insurance Agency, Inc. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice. The firm delivers investment services through a combination of discretionary and non-discretionary management, supported by an in-house investment team and a proprietary mutual fund screening process.

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.