Kumar Patel is a financial advisor at Skybound Wealth USA with a Series 65 designation and two years of industry experience. Prior to joining Skybound Wealth USA, he worked in technology and consulting roles at firms including nCino and ComplyAdvantage. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and specialized cross-border pension advice, including UK pension transfers. The firm emphasizes a centralized investment governance framework and primarily provides non-discretionary advice while maintaining international affiliations and a suite of related financial services.

Jeffrey Savois is a financial advisor at Diamond Client Group, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Vanderbilt Financial Group and Mass Mutual Investors Services. His work includes providing investment advice, financial planning, and insurance sales focused on life, dental, health, and long-term care products. Diamond Client Group serves individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, sub-advisor selection, alternative investment sourcing, and financial planning. The firm combines fundamental analysis, modern portfolio theory, and technical analysis in its investment process and supports client participation in private placements and affiliated private funds.

Aaron Buitron Romero is a financial advisor at Banorte Asset Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banorte Asset Management since 2018, also working with Banorte Securities International, Ltd. since 2013. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios through its BAM Traditional program and a white-label digital platform, serving a largely international clientele with a focus on Latin America.

Ashton Edwards is a financial advisor with AWM Financial Services Inc. based in The Woodlands, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining AWM Financial Services Inc., he worked at Republic Finance LLC and spent four years at the C.T. Bauer School of Business. AWM Financial Services Inc. provides portfolio management, investment analysis, financial planning, pension consulting, and third-party advisor selection for a diverse client base including individuals, high net worth individuals, trusts, estates, corporations, and retirement plans. The firm employs a multi-disciplinary investment process that combines quantitative, fundamental, technical, cyclical, and economic analyses and manages approximately $233.7 million in discretionary assets for over 1,300 clients.

Joel Davis is a financial advisor with AWM Financial Services Inc., holding a Series 65 designation and having one year of industry experience. Prior to joining AWM Financial Services in 2026, he worked at Bolton Law Firm and Howard Capital Management, among other roles. AWM Financial Services provides discretionary portfolio management, financial planning, pension consulting, and selection of third-party managers for individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm employs a model-based investment process that integrates quantitative, fundamental, technical, and economic analysis and manages approximately $320.6 million in discretionary assets.

Nicholas Castellano is a financial advisor with Outlook Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes roles at Morgan Stanley, Primerica Advisors, and multiple wealth management firms. Outlook Wealth Advisors serves individuals, families, and small business owners by providing financial planning, retirement and pension consulting, and portfolio management. The firm employs a mix of investment approaches and utilizes model portfolios, serving approximately $593.7 million in assets under management.

Kyle Nickerson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rhame & Gorrell Wealth Management. He has been with the firm since 2016, including time during its earlier formation, and previously worked at Sanders Morris LLC. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities, offering financial planning, consulting, and discretionary investment management. The firm employs a Tactical Asset Allocation Program and integrates fundamental, technical, and cyclical analysis to tailor asset allocations based on clients' needs.

Jimmy Sloan is a financial advisor at MariPau Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Foundations Investment Advisors LLC and AE Wealth Management, LLC. Sloan also owns and operates Jim Sloan & Associates, LLC, which is involved in insurance sales. MariPau Wealth Management provides tailored investment advisory, portfolio management, financial planning, and educational services to individual and high-net-worth clients. The firm employs a network of advisory affiliates and uses third-party managers and technology platforms to support its investment approach.

Garett Steele is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 credential and no prior industry experience. Before joining the firm, he worked in education and the hospitality industry, including roles at the University of Houston, Sam Houston State University, and Saltgrass Steakhouse. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset allocation approach, using internally generated model portfolios and coordinating with affiliated accounting and legal practices for tax and estate-planning services.

Mario Hank is a financial advisor at Banorte Asset Management, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Banorte Asset Management since 2021 and Banorte Securities International, Ltd. since 2016. Outside of his advisory role, he manages a home rental property in Houston, Texas. Banorte Asset Management, Inc., operating as Banorte Wealth Advisors, provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios, model portfolios ranging from fixed income to global equities, and integrates digital platforms through third-party sub-advisers, serving a primarily international client base with a significant presence in Latin America.

Colton Miller is a financial advisor at AWM Financial Services Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Allegiance Bank. AWM Financial Services provides discretionary portfolio management, financial planning, pension consulting, and third-party manager selection for individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm’s investment approach integrates quantitative, fundamental, technical, and economic analysis to support model-based portfolio decisions, managing approximately $320.6 million in discretionary assets.

John Hollie II is a Series 65-licensed advisor at Avion Wealth in Shenandoah, TX, with two years of industry experience. Prior to joining Avion Wealth, he worked for nine years at a Chamber of Commerce. He is also a partner at J&M Business Solutions, a consulting firm. Avion Wealth serves individuals, trusts, charitable organizations, and business entities with discretionary portfolio management and comprehensive financial planning. The firm uses a structured approach called the “Avion Wealth Formula,” focusing on long-term, buy-and-hold asset allocation tailored to each client’s objectives and risk tolerance.

Melissa Rudell is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 designation and two years of industry experience. Her work history includes roles at Prime Capital Investment Advisors, Allied Wealth Management, and State Tax Advisors. She has also served in the United States Air Force since 2009. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in assets and employs a tactical asset allocation program supported by an in-house investment committee.

Zachary Majors is a CFP® with 16 years of industry experience. He is a principal at Centric Advisors, LLC, where he has worked since 2016, and previously affiliated with Cetera Investment Services LLC. Outside of his advisory role, Majors provides consulting services through Majors Family Holdings LLC, focusing on business growth and operational efficiency. Centric Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and utilizes a range of trading strategies including margin, short sales, and options.

David Hunter Jr. is a CFA® charterholder with 10 years of industry experience. He is currently with Rhame & Gorrell Wealth Management, where he has worked since 2018. Prior to joining Rhame & Gorrell, he was with Kimery Wealth Management and Morgan Stanley. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities, providing financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in assets and employs a mix of fundamental, technical, charting, and cyclical analysis to tailor asset allocations, implementing internally generated model portfolios through a Tactical Asset Allocation Program.

Nicholas Stevens is a financial advisor at HFG Wealth Management, LLC in The Woodlands, TX, holding a Series 65 designation and entering his second year in the industry. Prior to joining HFG Wealth Management, he worked for 16 years at JC Penney / Catalyst Brands. HFG Wealth Management provides discretionary investment management, comprehensive wealth management, and customized financial planning primarily for individuals, high-net-worth clients, families, and trusts. The firm utilizes a model-based, discretionary approach overseen by an investment advisory committee, employing ETFs, ETNs, institutional mutual funds, and selected individual securities, with regular portfolio reviews and coordination with other client advisors.

Steven Hobbs is a financial advisor at Managed Financial Services Corp., Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Managed Financial Services Corp., Inc. since 1999. Managed Financial Services Corporation serves individual and high-net-worth clients as well as corporate pension and profit-sharing plans and other institutional entities. The firm manages investments through a seven-advisor team that uses a committee-based approach incorporating proprietary scorecards and Modern Portfolio Theory criteria to guide portfolio decisions.

Larry Harvey is a managing member of HFG Wealth Management, LLC with 27 years of industry experience. He holds the ChFC® designation and Securities Series 63 and 65 licenses. Harvey has been with HFG Wealth Management since 2008 and is also a board member and minority stakeholder of Bellatore Financial, Inc. In addition, he is a principal owner of Bella Fund Holdings, Inc. and participates on advisory boards and management teams in related investment ventures. HFG Wealth Management provides discretionary investment management, comprehensive wealth management, and customized financial planning to individuals, high-net-worth clients, families, trusts, and similar entities. The firm manages approximately $505.6 million in assets and employs a model-based, committee-overseen investment approach using ETFs, ETNs, institutional mutual funds, and selected individual securities.

Jeffrey Rhame is a CFP® with 32 years of experience in the financial services industry. He has been with Rhame & Gorrell Wealth Management since 2016 and previously worked at Sanders Morris LLC, SMH Capital Advisors LLC, and Miller-Green Financial Services LLC. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and uses a combination of fundamental, technical, charting, and cyclical analysis to tailor asset allocations through internally generated model portfolios and a Tactical Asset Allocation Program.

Jeremy Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and totaling nine years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and Aurelia Weems, CPA. Outside of advisory work, he serves as an adjunct professor at Lonestar College System and owns Schlanger Capital Management LLC. Onyx Bridge Wealth Group serves individuals, trusts and estates, pension and profit-sharing plans, and corporate clients with a range of services including discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a combination of third-party research and internally developed portfolio models, offering tailored investment solutions that may include ETFs, structured products, alternative investments, and specialized tax-management techniques.