Rachel Harris is a financial advisor at Harris Financial Consulting, PLLC with six years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Outside of finance, she operated the Rachel Harris Music Studio for eight years. Harris Financial Consulting provides financial planning, portfolio advisement, retirement planning, philanthropic investment advice, financial document drafting, and educational seminars to retail and institutional clients. The firm follows a non-discretionary, fee-only approach based on Modern Portfolio Theory and behavioral finance, emphasizing diversified long-term strategies and client engagement.

Kevin Londergan is a financial advisor with BayRock Financial, L.L.C. He holds a Series 63 designation and has 23 years of industry experience. He is a partner in the CPA firm Bond, Snider, Glaw & Londergan, LLP, which focuses on income and estate tax planning, tax return preparation, asset protection, and general business advisory services for small business owners. He is also part owner of Oglesby & Londergan Financial Services, Inc., a firm now specializing in tax planning and small business advisory. BayRock Financial provides fee-only investment management and financial planning services to individuals, families, retirees, business owners, trusts, estates, and retirement plans. The firm constructs diversified, long-term portfolios tailored to each client’s circumstances and integrates financial planning into advisory relationships using various planning tools and subscription-based services.

Sally Branson is a financial advisor with Texas Family Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes 14 years at Raymond James Financial Services Advisors, Inc., and she has served in a political office for the City of Friendswood since 2017. Outside of her advisory work, she is involved in public service through her role with the City of Friendswood. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans with customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, long-term investment approach using a combination of fundamental and technical analysis and sponsors a wrap fee program that incorporates trading costs into asset-based fees.

Matthew Silvey is a financial advisor at Texas Family Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Texas Family Wealth, he worked at the YMCA and held various roles including positions at Sunny's Pizza and Wings and Clay & Company. Texas Family Wealth serves individuals, families, trusts, estates, small businesses, and retirement plans by providing customized wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a fiduciary, customized investment approach combining fundamental and technical analysis, typically focusing on long-term strategies and offering a distinctive wrap fee program that includes bundled transaction costs.

Michael Mc Laughlin is a Series 66-licensed financial advisor at ANCAP Financial with one year of industry experience. He previously worked at Eagle Strategies, NYLIFE Securities, and Lochton Capital. ANCAP Financial provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients. The firm uses a passive, asset-class approach with mutual funds, ETFs, and outside managers, and also offers retirement plan consulting and advisory services.

James Munchbach is a CFP® and ChFC® with 21 years of industry experience. He is currently a financial advisor at BayRock Financial, L.L.C., where he has worked since 2016, including a period from 2019 to present. Prior to this, he held roles at several firms including Tremont Street Advisors, Archetype Wealth Partners, and STA Wealth Management. In addition to his advisory work, Mr. Munchbach is a part-time Professor of Personal Finance at the University of Houston Bauer College of Business. BayRock Financial, L.L.C. provides fee-only investment management and financial planning services to individuals, families, retirees, business owners, trusts, estates, and retirement plans. The firm generally constructs diversified, long-term portfolios and integrates financial planning into advisory relationships, serving a client base notable for its inclusion of retirement plan clients and defined benefit pension plans.

Harris Hanson is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Texas Family Wealth, LLC and previously worked at Raymond James Financial Services Advisors Inc. for over a decade. Hanson serves as a board member and finance committee member for the Friendswood Education Foundation, a nonprofit organization. Texas Family Wealth, LLC provides customized wealth management and financial planning services to individuals, families, trusts, estates, small businesses, and retirement plans. The firm employs a fiduciary, long-term focused investment approach that combines fundamental and technical analysis, offering discretionary portfolio management and a distinctive wrap fee program that includes bundled transaction costs.

Robert Barton is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Lifestyle Wealth and previously worked at Hobart Wealth and Prudential Financial Planning Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers portfolio management, financial planning, pension consulting, sub-advisory and third-party manager services, and publishes a monthly market commentary. Portfolios are personalized based on client suitability and may include proprietary and third-party models across various asset classes, with an active role as a model and signal provider to other advisers.

Stephen Fougerousse is a financial advisor with Lifestyle Wealth who holds a Series 63 designation and has 38 years of industry experience. He has previously worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, he serves as trustee for multiple family trusts. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, with a focus on personalized portfolios that use a mix of proprietary and third-party models along with fundamental, technical, and cyclical analysis.

Paul Jackson is a CFA® charterholder with 29 years of experience in the financial industry. He has worked at several firms, including Sowell Management, Shield Advisors Corp., and Aegis Asset Management Inc., and has been with Lifestyle Wealth since 2011. Jackson serves as an Investment Committee Member at Lifestyle Financial Advisors, Inc. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, using personalized portfolios that incorporate fundamental, technical, and cyclical analysis.

Kaleb Jones is a CFP® and Series 66 holder with 11 years of industry experience. He is currently with Lifestyle Wealth, where he has worked since 2018, and has held roles at Cetera Advisors LLC and First Allied Advisory Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers personalized portfolio management, financial planning, and pension consulting, utilizing a range of investment strategies and model portfolios.

Daniel Thomason is a financial advisor at Lifestyle Wealth with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior firms include Cetera Advisors LLC, First Allied Advisory Services, and Mass Mutual Investors Services. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers by providing portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs personalized investment strategies using a mix of proprietary and third-party models and offers market commentary and model services to other advisers.

Colton Cockerell is a financial advisor at LVZ, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at NEXT Financial Group for nine years. Outside of advising, he is involved with the Sharer McKinley Group, where he handles insurance-related sales including life insurance and long-term care. LVZ, Inc. serves over 2,400 client relationships through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers investment management, financial planning, and consulting services, utilizing a range of portfolio styles that incorporate ETFs, mutual funds, and direct indexing, and applies a combination of fundamental and technical analysis within a top-down framework.

Timothy Sharer is a financial advisor at LVZ, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at NEXT Financial Group, Inc., Advanced Planning, Inc., and Independent Advisers Group Corp. Outside of advising, he is an author and owner of a business involved in life insurance and annuity sales. LVZ, Inc. provides investment management, financial planning, consulting, and third-party manager selection for individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm manages approximately $1.125 billion in assets across over 2,400 client relationships and offers a range of portfolio styles that combine fundamental and technical analysis within a top-down framework.

Chanse Wegner is a financial advisor with Lifestyle Wealth and holds the Series 66 designation. He has accumulated experience through roles at multiple firms since 2021, including Cetera Advisors LLC and FlipCo Financial. Lifestyle Wealth serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers a range of portfolio management and financial planning services, utilizing a mix of proprietary and third-party models, and acts as a model and signal provider as well as a sub-advisor to other advisers.

Kyle Johnston Sr. is a financial advisor with Lifestyle Wealth who holds Series 63 and Series 66 licenses and has 35 years of industry experience. His career includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Lifestyle Asset Management, among others. Johnston is involved with The Johnston Company outside of his advisory work. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers by providing portfolio management, financial planning, pension consulting, sub-advisory, and third-party manager services. The firm uses a combination of proprietary and third-party models, employing fundamental, technical, and cyclical analysis while actively managing and rebalancing client portfolios.

Juan Medina is a financial advisor at ACP Capital Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Banorte-Ixe Securities International, Ltd., FigTree Financial USA, Inc., and Morgan Stanley. In addition to his advisory role, Medina is the managing member of Artemis Green LLC, a corporate consulting firm focused on sustainability initiatives. ACP Capital Management, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and institutions. The firm offers discretionary and non-discretionary portfolio management using ETFs, mutual funds, and UCITS, and utilizes a combination of in-house and third-party model portfolios, including offshore solutions for non-U.S. investors.

Jamie Staggs is a CFP® professional affiliated with Lifestyle Wealth, with six years of industry experience. Jamie has held roles at firms including Cetera Advisors LLC and First Allied Securities, INC. Outside of advisory work, Jamie serves as an administrative assistant at Lifestyle Asset Management, supporting financial planning activities. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing a personalized approach that incorporates proprietary and third-party models.

James Latiolais is a financial advisor with Lifestyle Wealth in Friendswood, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at FSC Securities Corporation and Cetera Advisor Networks. He is also a licensed independent insurance agent providing health and life insurance products. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers, offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs personalized investment strategies using a mix of proprietary and third-party models and provides ongoing portfolio monitoring and rebalancing.

Lotte Optekamp is a financial advisor with Lifestyle Wealth, holding a Series 63 designation and over 26 years of industry experience. She has worked at several firms including Lifestyle Asset Management, Inc., Woodlands Wealth Management Group LLC, Shield Advisors Corp., FFP Advisory Services Inc., and Aegis Asset Management Inc. Additionally, Ms. Optekamp is a licensed insurance agent and occasionally offers insurance products to clients. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers. The firm provides portfolio management, financial planning, pension consulting, sub-advisory services, and issues a monthly market commentary, using a mix of proprietary and third-party models tailored to client suitability.