Lee Skipper

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.

Johnny Salinas is the principal of Salinas Asset Management, LLC and holds a Series 65 credential with two years of industry experience. Prior to founding his firm, he worked at Equitable Advisors, LLC and served with the Texas State Securities Board. In addition to his advisory role, he owns and tutors for Financial Adviser Exam Tutors, LLC during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small pool of accounts. The firm employs a blend of technical, fundamental, quantitative, and qualitative analysis alongside asset-allocation theory and a barbell strategy, 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 registered investment advisor with Cypress Lane Advisors in Galveston, TX, bringing two years of industry experience. Prior to founding his firm, he held roles at Imaging Brands, Inc. and other private ventures. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, and small-business owners under a fiduciary standard. The firm’s investment approach emphasizes asset allocation with a top-down macroeconomic perspective, utilizing ETFs, no-load mutual funds, and selective individual securities, while integrating traditional investment management with small-business consulting.

Clayton Curley is a financial advisor at Ridgeback Financial LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and New Benefits. Ridgeback Financial LLC provides discretionary asset management, financial planning, and retirement-plan advisory services. The firm offers tailored portfolio management and consultation, using a variety of analysis methods and strategies, and provides specialized ERISA-plan services as a limited-scope 3(21) fiduciary.

Glenn Cook is a financial advisor with Triumph Wealth Advisors, Inc. in League City, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at World Equity Group and Questar Asset Management. Outside of advisory work, he serves as a committee member and budget counselor for People In Need at Clear Creek Community Church, assisting congregants with financial crises and budgeting. Triumph Wealth Advisors provides asset management, financial planning, and consultation services to individual and business clients. The firm manages portfolios on a non-discretionary basis, tailoring investments across equities, fixed income, mutual funds, and ETFs, and serves clients without a firm-level account minimum.