David P Rogers

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.

Alfredo Felicella is a CFA® charterholder and holds Series 65 and Series 63 licenses with three years of industry experience. He is the sole advisor at Cypress Lane Advisors in Galveston, TX, where he has worked since 2023. His prior experience includes self-employment and a role at Imaging Brands, Inc. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, and small business owners. The firm employs an asset-allocation framework with a top-down macroeconomic overlay, using primarily ETFs and no-load mutual funds, and incorporates leverage, derivatives, and limited cryptocurrency exposure in client portfolios.

Jason Hardcastle is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Sanctuary, he worked five years at Edward Jones and spent seven years at the University of Texas Medical Branch. He also has a longstanding role at HH Design House. Outside of his advisory work, Hardcastle serves on several boards in Galveston, including as Board President of Galveston Urban Ministries and Trustee of Rosenberg Library, and he is an owner of a neighborhood wine and general store business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent advisers. The firm offers various portfolio management programs and employs multiple analytical approaches while acting as a fiduciary when under written advisory agreements.

Elizabeth Kassen is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at CitiGroup, Bank of America, Merrill, and LPL Financial. Outside of advising, she mentors individuals preparing for FINRA exams through SeriesTutor.com and is involved in equine care, managing a horse boarding operation. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a dual-registered advisory and broker-dealer platform. The firm offers customized financial planning and investment advisory services, utilizing a network of third-party asset managers and a range of account options.

James Matthews is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Osaic Institutions, Inc., where he has worked since 2025. Prior to that, he held positions at Cetera, J.P. Morgan Securities, and Morgan Stanley. In addition to his advisory role, Matthews is a part owner of an automotive business and works as an insurance agent selling life, health, disability, and fixed annuities. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.