Caden Cymbala

David Charlaff is the sole advisor and managing member of Core Capital Management, LLC, an independent firm based in The Woodlands, TX. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. In addition to his advisory role, Charlaff manages CorePortfolio, LLC, which publishes an investment-related newsletter that he may recommend to clients. Core Capital Management provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes portfolios primarily using individual equities and fixed-income securities, employing a proprietary research process and typically operating on a non-discretionary basis.

Shaun Taylor is the principal of Taylor Williams Private Wealth Management LLC in Tomball, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Centric Advisors LLC, and J.P. Morgan Securities. Outside of financial services, he is involved in sports and entertainment activities through Taylor Williams Worldwide, coaching youth in basketball, golf, track & field, and baseball, as well as DJing events. Taylor Williams Private Wealth Management LLC provides discretionary and non-discretionary asset management, ERISA retirement-plan advisory services, and financial planning to retirement plans, charitable organizations, and other institutional clients. The firm integrates security analysis techniques with client-specific objectives and offers pension consulting and plan services, including acting in a limited-scope 3(21) fiduciary capacity.

Joseph Hopkins is a financial advisor at Mission Retirement with 15 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management, LLC and Global Financial Private Capital, LLC. In addition to his advisory role, he has been an independent insurance agent since 1980. Mission Retirement provides investment advisory services primarily to individual and high-net-worth clients by recommending and overseeing unaffiliated independent managers. The firm uses various analytic methods and offers both discretionary and nondiscretionary programs, focusing on due diligence and oversight rather than in-house portfolio management.

Eli Mitcham is a financial advisor with Asset Lift Wealth Management, LLC in Cypress, TX. He holds a Series 65 designation and has 20 years of industry experience, including 19 years with his current firm. In addition to his advisory role, he is a licensed independent insurance agent selling life insurance and fixed products. Asset Lift Wealth Management provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs risk-calibrated, globally diversified portfolios using exchange-listed securities, ETFs, mutual funds, and individual stocks, with active management and risk-management strategies aimed at limiting drawdowns and pursuing positive returns in down markets.

David Crews is the principal and sole advisor at Crews Capital Management, LP, an independent firm based in Cypress, TX. He holds a Series 65 designation and has 20 years of industry experience. Outside of advising, Crews is the majority owner of Midtown MMA, LLC, and the sole owner of Industrial Vending, LLC. He also serves on the board of directors for Phyco Biosciences, in which he holds an investment interest through Weston Fund, LP. Crews Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and private corporations. The firm emphasizes individualized stock selection and tax-aware portfolio adjustments, using fundamental analysis supported by screening tools and external research, and offers both traditional and performance-based fee arrangements to a small, concentrated client base.

Jeanie Fielder Eymontt is a financial advisor with Absolute Alpha Corp in Houston, TX, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has worked at Absolute Alpha Corp since 2016 and previously at American Portfolios Financial Services, Inc for five years. Absolute Alpha Corp is a single-advisor registered investment adviser serving a small group of clients, including high-net-worth individuals, trusts, charitable organizations, and small businesses. The firm offers asset management and portfolio advisory services through a wrap-fee program using a bottom-up investment approach with both quantitative and qualitative analysis, primarily managing accounts on a non-discretionary basis.