Aaron Kilpatrick

Mukul Khandelia is a financial advisor at Quantwealth Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, Merrill Lynch. He is also the managing member of Quantroll Capital LLC, a currently dormant entity. Quantwealth Advisors LLC provides discretionary and non-discretionary asset management primarily for high-net-worth individuals, using a combination of quantitative and traditional investment methods. The firm focuses on ongoing portfolio management with quarterly reviews and employs a broad range of strategies tailored to client goals and risk tolerance.

Benjamin Simiskey is a CFP® with 18 years of industry experience and serves as the sole advisor at Lakes Wealth Advisory, LLC. He previously worked at Cornelius, Stegent & Price, LLP and Stegent Equity Advisors Inc., and has been an adjunct instructor at Rice University since 2017. Lakes Wealth Advisory provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, nonprofit organizations, and corporations. The firm employs a long-term investment approach using mutual funds, ETFs, individual stocks and bonds, and offers customized solutions with ongoing portfolio monitoring and oversight.

Sanjay Gupta is a financial advisor at 584 North LLC with a Series 65 designation and over a decade of experience, including a long tenure at Shell since 2015. He founded 584 North LLC in 2025 and currently serves as its sole advisor. 584 North LLC is a small investment manager specializing in discretionary management of U.S.-listed equity securities using a uniform long/short equity strategy based on technical analysis and market-timing. The firm serves both retail and qualified clients, implementing a consistent allocation and risk-management approach across separately managed accounts.

Jose Manstretta Cardozo is a CFA® charterholder and financial advisor with four years of industry experience. He has worked at Open Wealth Management LLC since 2021 and previously held roles at Proman US and Royal Dutch Shell. Open Wealth Management LLC is a Texas-registered independent advisory firm serving individuals and families, including senior corporate executives and owners of closely held businesses. The firm employs a long-term, asset-allocation driven investment approach, managing portfolios that include mutual funds, ETFs, ETNs, and individual securities, primarily on a discretionary basis.

David Lee is a financial advisor with NET Financial, holding Series 63, 65, and 66 credentials and 26 years of industry experience. His career includes roles at Morgan Stanley and Wells Fargo Clearing, among others. Outside of investment advisory, he is president of All-Star Franchise Development, a franchise consulting company. NET Financial is an SEC-registered investment adviser providing discretionary portfolio management and investment policy statements for individuals, high-net-worth clients, corporations, and institutional-type investments. The firm employs a multi-method investment approach emphasizing long-term trading aligned with client-specific risk tolerances and offers access to a broad range of investment instruments.

James Bishop is the sole advisor at Dark Horse LLC, an independent firm based in Katy, TX. He holds a Series 65 designation and has 14 years of industry experience, having led Dark Horse LLC since 2011. Dark Horse LLC provides discretionary investment management and tailored financial consulting primarily to individual and high-net-worth clients. The firm focuses on customized, long-term portfolios emphasizing exchange-listed equities, using a combination of fundamental and technical analysis while generally avoiding high-risk strategies.