David Stanley Myslenski

Connor Benson is an Investment Advisor and Banker with J.P. Morgan Private Bank in Houston, TX. He has over 12 years of industry experience working in institutional asset management, sales & trading, and comprehensive planning. His prior roles include positions at BBVA Securities, McGriff Insurance Services (Marsh & McClennan Conpany), Regions Bank, and Merrill Lynch Wealth Management. He is employed by both JPMorgan Securities and JPMorgan Private Bank, enabling him to offer a range of banking products alongside investment services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary wealth advisory services supported by a centralized due-diligence framework.

Andrew Nunnally is a financial advisor at Alpha-Tech Investments, LLC in Houston, TX, with five years of industry experience. He holds a Series 65 designation and has worked in roles at Arena Energy, Prescryptive Health, Marathon Oil, and DNC Technology. Outside of advising, he has worked as a sales analyst for Prescryptive Health, a digital health company focused on prescription intelligence platforms. Alpha-Tech Investments is a single-advisor independent firm providing discretionary asset management and portfolio supervision for individuals, corporations, and other entities. The firm employs a research-driven process combining fundamental analysis, technical methods, and modern portfolio theory, managing a diverse range of assets typically on a discretionary basis.

Debra Hartsfield is the sole advisor at DPH Financial, an independent firm based in Pearland, TX. She holds the ChFC® designation and has 21 years of industry experience, having founded DPH Financial LLC in 1998. In addition to her advisory role, she is licensed to sell life and health insurance in Texas. DPH Financial serves individuals, professionals, small business owners, and charitable organizations, focusing on clients with beginning incomes around $65,000 (single) or $130,000 (couple) and those aged 35–72. The firm provides comprehensive financial planning, investment advisory services, and financial education, emphasizing a primarily passive investment approach with low-cost, goal-oriented strategies and discretionary portfolio management.

Heriberto Chinea is a financial advisor at EightOne Capital LLC with four years of industry experience. He holds a Series 65 designation and also serves as CEO of iACT Holdings LLC, a company that invests in commercial and residential real estate. EightOne Capital LLC provides investment advisory and financial planning services to individuals, families, high-net-worth clients, corporations, and charitable organizations. The firm primarily employs passive, ETF-based model portfolios through the Charles Schwab Institutional Intelligent Portfolios platform, offering both discretionary and non-discretionary management along with business and financial consulting services.

Thomas Badgett is a financial advisor at Gulf Coast RIA with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Gulf Coast RIA since 2022. Prior to this, he spent ten years at MoneyBlock and has served as president of Bay Area Asset Management for over two decades. Outside of finance, he is involved in non-investment related sales activities with Gulf Coast Truck & Equipment and Bay Area Firearms, Inc. Gulf Coast RIA is a state-registered investment adviser providing portfolio management to individual investors, high-net-worth clients, and various institutions. The firm employs an asset-allocation driven approach that integrates fundamental and technical analysis with systematic tools and actively managed strategies.

Spencer Smith is a financial advisor at US Growth Partners, LLC with nine years of industry experience. He holds Series 66 and Series 65 designations and has worked at several firms, including Tremont Street Advisors, LLC and Respire Wealth Management, LLC. In addition to his advisory role, he provides business consulting on product development and growth strategies to Northstar Industries in Houston. US Growth Partners, LLC primarily serves individual and fiduciary clients as well as pooled and institutional portfolios, offering both discretionary and non-discretionary investment management and financial planning services. The firm employs a multi-method investment approach and manages a substantial portion of assets on a non-discretionary basis, with no account minimums.