Eric D Davis

Preston Cherry is a CFP® professional with 15 years of industry experience. He is the principal advisor at Concurrent Wealth Management in Houston, TX. His prior experience includes roles at Salient Capital Advisors, LLC, NFP Securities, Inc., and Wealth Development Strategies Investment Advisory, Inc. He also holds ongoing positions at the University of Wisconsin - Green Bay, Texas Tech University, and Concurrent Financial Planning Center, LLC. Concurrent Wealth Management serves individual households, business owners, employers, and retirement plan sponsors through comprehensive financial planning and discretionary investment management delivered via a virtual, subscription-based model. The firm incorporates strategic long-term asset allocation, financial therapy techniques, and offers a range of services including corporate wellness programs and educational seminars, focusing on a flat monthly fee structure rather than traditional asset-based charges.

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.

Jose Manstretta Cardozo is a CFA® charterholder with five years of experience in the financial industry. He has worked at Open Wealth Management LLC since 2021 and previously held positions at Proman US and Royal Dutch Shell. Open Wealth Management LLC serves individuals and families, including senior corporate executives and owners of closely held businesses, providing wealth management, discretionary portfolio management, financial planning, and portfolio analysis. The firm employs a long-term, asset-allocation driven investment approach, constructing customized portfolios primarily using mutual funds, ETFs, ETNs, and individual securities, and serves a notable non-U.S. client segment.

Neal Carlson is a financial advisor at Forthright Family Wealth Advisory LLC in Houston, TX, with 19 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors. Forthright Family Wealth Advisory provides fee-only, discretionary investment management and comprehensive financial planning to individuals, families, and institutional clients. The firm uses an IPS-driven, continuously monitored investment process that incorporates diverse analytical methods and tailored asset allocation, managing over $200 million in discretionary assets with a small advisory team.

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.

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.