Chali Cher Hachtel

Spencer Smith is a financial advisor at US Growth Partners, LLC with 9 years of industry experience. He holds Series 65 and Series 66 registrations and has worked at firms including Tremont Street Advisors, LLC and Respire Wealth Management, LLC. In addition to his advisory role, he consults on product development and growth strategies for Northstar Industries in Houston. US Growth Partners, LLC primarily serves pooled and institutional portfolios while also providing asset management and financial planning to individual and fiduciary clients, employing a multi-method investment process and offering both discretionary and non-discretionary account arrangements.

Johnny Salinas Jr. is a financial advisor at Salinas Asset Management, LLC in Texas City, TX, with two years of industry experience. He holds a Series 65 designation and has worked previously at Equitable Advisors, LLC and the Texas State Securities Board. Outside of advisory services, he operates Financial Adviser Exam Tutors, LLC, where he provides tutoring during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small portfolio base. The firm employs a diversified investment process that includes technical, fundamental, quantitative, and qualitative analysis, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Michael Goodrich is the sole advisor at Goodrich Financial Advisory LLC in Santa Fe, TX. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm in 2022, he served 15 years in the United States Air Force. Goodrich Financial Advisory provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as small- and medium-sized businesses and their owners. The firm employs a discretionary management approach based on client-specific Investment Policy Statements and combines fundamental, quantitative, and technical analysis in its investment process, while also offering business-focused financial planning and analysis services.

Clayton Curley is a financial advisor at Ridgeback Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and New Benefits. Ridgeback Financial LLC is a single-advisor independent registered investment adviser that provides discretionary asset management, financial planning, and consulting to individuals, trusts, estates, business entities, and retirement plans. The firm offers tailored investment programs using multiple analysis methods and provides ERISA 3(21) pension consulting and participant education services.

Andre Norman is a financial advisor at Gravity Advisers LLC in Houston, TX, holding Series 63 and Series 66 licenses with approximately eight years of industry experience. His career includes roles at Opencash Finance, Inc., Tradier, Inc., Jellifin Financial, Inc., and Lockheed Martin. Outside of his advisory work, he is involved with Norman Hospitality Group LLC. Gravity Advisers LLC serves individual retail investors through an AI-assisted digital platform, gravity.markets, providing portfolio construction, managed portfolios, and a cash-investment service. The firm uses a rules-based engine for implementing and rebalancing client-approved mandates, with limited human interaction focused on operational support rather than individualized advice.

Glenn Cook is a financial advisor at Triumph Wealth Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including World Equity Group and TCM Securities. Outside of his advisory role, Cook serves as a committee member and budget counselor for the People In Need benevolence committee at Clear Creek Community Church. Triumph Wealth Advisors provides non-discretionary asset management, financial planning, and consultation services to individuals, high net worth clients, and businesses, tailoring portfolios to clients’ financial conditions, objectives, and risk tolerances. The firm emphasizes client approval of transactions and utilizes a combination of equities, fixed income, mutual funds, and ETFs, while also maintaining solicitor relationships with outside managers.