Ross Ohendalski is an advisor at Miller Wealth Advisors, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes seven years at Pinnacle Tax Advisors and two years at Texas A&M University. Miller Wealth Advisors provides fee-only investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a tailored, balanced approach that integrates fundamental, technical, and cyclical analysis to align asset allocations with client objectives.

Charles Kooken is a financial advisor with OFG Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with OFG Financial Services since 2009. Outside of advisory work, he spends a small portion of his time selling term and universal life insurance. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios that typically include no-load mutual funds and a mix of listed securities, managing accounts on a non-discretionary basis.

Christopher Davis is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Mutual/United of Omaha since 2004. Outside of his advisory role, Davis is an insurance agent specializing in various insurance lines and is involved in a seasonal hay and cattle farming operation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of financial planning and managed account programs. The firm utilizes platforms such as Envestnet and Pershing and offers both discretionary and non-discretionary investment solutions, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Ronald Howard is a financial advisor with Howard Capital Management, Inc. He holds a Series 63 designation and has 23 years of industry experience. He has been with Howard Capital Management since 1999 and also works with The Optimized RIA, Inc. Additionally, he is a partner in V.J. Trading Inc., an investment-related business, and owns AR Investments, LLC, which is non-investment related. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other investment advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and supports retirement clients with web-based tools and programs.

Bailey Wakefield is a financial advisor at Howard Capital Management, Inc. with two years of industry experience. He previously worked at First National Bank of Huntsville and Brock Construction. Bailey holds a Series 65 designation. Howard Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, retirement plan participants, and other investment advisers. The firm uses proprietary technical indicators to guide tactical investment strategies and supports clients with a range of tools and private wealth services.

Wilson Winn is a financial advisor with Prospera Financial Services, Inc. in Huntsville, TX. He holds a Series 66 designation and has 13 years of industry experience, including 13 years at Edward Jones prior to joining Prospera in 2025. Outside of his advisory work, he is a partner in a short-term beach-house rental business. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Kourtney Scott is a financial advisor at Howard Capital Management, Inc. with two years of industry experience. She holds the Series 65 designation and previously worked at The Nehemiah Company and Teas State University. Howard Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, retirement plan participants, and other advisers. The firm employs proprietary technical indicators to guide tactical investment strategies and offers a range of services including participant tools, private wealth services, and management of mutual funds and ETFs.

Quan Luu is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Bank of America, Merrill, LPL Financial, and Wells Fargo Advisors. Outside of his advisory role, he is co-owner of Apex Moto LLC, operating the RideSmart Motorcycle School. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Peggy Winkelmann is a financial advisor at SPC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Parkland Securities LLC since 2014. Winkelmann serves as a board member of the Huntsville Education Foundation. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with an investment approach that includes discretionary management and collaboration with third-party managers.

Pamela Turner is a financial advisor with Ameriprise in Huntsville, TX, holding a Series 66 designation and 43 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on Ameriprise-managed accounts and algorithmic support for recommendations.

Katrina Fritsch is a financial advisor with Edward Jones in Huntsville, TX, holding a Series 66 designation. She began her career at Edward Jones in 2025 after previous experience in education and real estate, including roles at Alpha Omega Academy and Homes of Huntsville, INC, as well as managing Fritsch Construction, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

Kevin Edney is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Jack Cliff Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services for eight years before joining LPL Financial in 2009. Outside of his advisory work, he also works as a fishing guide. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advice with research and technology tools.

Kenneth Holland is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2020 and was previously affiliated with University Heights Baptist Church for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Franklin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 29 years and has operated Franklin Wealth Management since 1995, providing insurance products and services as an owner and agent. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with extensive program options and over $256 billion in assets under management.

Eric Burson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and ten years of industry experience. He previously worked at Nationwide Investment Services Corporation before joining Cambridge in 2021. Burson is also the owner of Neches Advisors and RYK Holdings, which are involved in investment-related activities. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers diverse investment solutions, including proprietary and third-party strategies, with flexible custody and platform options tailored to client objectives.

Gerald Doerr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Wells Fargo in 2017, he worked at J.P. Morgan Securities for five years. Outside of his advisory role, he owns and manages several locations of The Toasted Yolk Cafe in Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes an IPS-driven process and a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Mila Castro is a financial advisor at Edward Jones in Huntsville, TX, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Riley Smith is a Series 65-credentialed financial advisor with seven years of industry experience, currently with Cambridge Investment Research Advisors since 2019. He also has a decade of experience with Global Financial Partners. Smith serves as Vice President and volunteer of the TU Mile Sportsmen's Association and is a board member of the Huntsville Community Hospital Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Brian Smith is a CFP® with 38 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. His prior roles include positions at Parkland Securities and Sigma Planning Corp. He serves on the finance committee of University Heights Baptist Church in Huntsville, TX. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals and provides various portfolio management and model-based solutions.

Bryan Masten is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Cambridge since 2017. His previous experience includes roles at Parkland Securities and Spc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals, employing both proprietary and third-party strategies across various custody platforms.

Arthur Wharton III is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2020, with prior experience at Royal Alliance Associates and Signator Investors. He has operated the Wharton Insurance Network since 1991, focusing on insurance business outside of health and property/casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers and program options.

William Pilkington is a financial advisor with Cetera possessing 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple Cetera entities since 2025. Outside of his advisory work, Pilkington owns a CPA firm focused on tax preparation, serves on the board of the Houston Intercontinental Chamber of Commerce, volunteers as a firefighter for the Ponderosa Volunteer Fire Department, and participates on the community advisory board for Truist Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, ERISA retirement services, and access to third-party managers under a multi-manager platform, managing over $256 billion in assets across more than 10,000 advisors.

Zachary Pulling is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he is the owner of Zach Pulling, LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Jost is a financial professional with 14 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at firms including North Star Resource Group and Securian Financial Services. Jost serves as a board member of Stop Alzheimer's Now. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary options.