Johnathon James

Brian Campbell is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing experience since 1983. He provides clients with individually tailored investment and risk management strategies, leveraging comprehensive services across Consumer Banking, Wealth Management & Trust Services, Global Banking, and Global Markets. Brian's expertise includes family wealth management, personal retirement planning, and special needs planning, supported by access to specialized teams for wealth structuring, trust and estate planning, philanthropy, business succession, and specialty asset management. Brian holds Series 3, 5, 7, 8, 15, 31, 63, and 65 FINRA registrations and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He is a qualified Senior Portfolio Advisor in Merrill Lynch’s Investment Advisory Program and completed the Merrill Lynch Longevity Training Program at the University of Southern California Davis School of Gerontology. A graduate of St. Francis College and a former United States Marine Corps Officer, Brian combines his education and military experience to deliver disciplined, math-based investment processes. Active in community and professional organizations, Brian supports the Marine Corps-Law Enforcement Foundation, the Disability Advocacy Network, the Military Support Assistance Group of Bank of America, and is a member of The Army Navy Club in Washington D.C. and the Order of Malta, USA. Outside of work, he enjoys boxing, gardening, and spending time with his family.

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.

My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!

John Harris is the president and sole advisor of Fundamental Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led Fundamental Advisors since 2002. Fundamental Advisors, Inc. is a state-registered independent investment adviser serving individuals, high-net-worth clients, and institutional plan sponsors. The firm focuses on portfolio management, financial planning, and pension consulting, emphasizing written investment policies, asset allocation, and client education, particularly in pension plan services.

Heriberto Chinea is a financial advisor at Eightone Capital LLC with four years of industry experience. He holds a Series 65 designation and serves as CEO of iACT Holdings LLC, a real estate investment company. His prior experience includes roles at Parsons Corporation, FS Group Architects, and public schools in Pearland, TX. Eightone Capital LLC provides investment management and comprehensive financial planning to individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The firm primarily uses a passive, asset-class-driven investment approach with ETFs and index funds, and offers retirement plan consulting and educational seminars.

Spencer Smith is a financial advisor at US Growth Partners, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Tremont Street Advisors, LLC and Respire Wealth Management, LLC. Outside of his advisory role, he provides business consulting services to Northstar Industries in Houston, focusing on product development and growth strategies. US Growth Partners, LLC serves pooled and institutional portfolios as well as individual and fiduciary clients, offering both discretionary and non-discretionary account management. The firm employs multiple analysis methods to align investment allocations with client objectives and manages a substantial portion of assets on a non-discretionary basis, which is less common in its category.