Jeffery Alan Scott

William Blackmon is a CFP® with 10 years of experience in the financial industry, all spent at Edward Jones since 2016. He is based in Katy, TX, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.