Louis Merkle III

Breion Rollins is a financial advisor at TRG Financial with six years of industry experience. He holds a Series 65 designation and previously worked at Multnomah Group and the University of Houston. Outside of advising, Rollins owns a content studio called Creators Guild HTX/The Hive Houston and is a member of The Pour Horsemen Podcast. TRG Financial serves individuals, families, small businesses, nonprofit organizations, and employer-sponsored retirement plans, offering financial planning, investment management, and ERISA retirement plan consulting. The firm’s approach focuses on diversification, cost- and tax-efficiency, long-term discipline, and employs low-cost ETFs and mutual funds supported by fundamental and technical analysis.

Andrew Nunnally is a financial advisor at Alpha-Tech Investments, LLC in Houston, TX, with five years of industry experience. He holds a Series 65 designation and has worked in roles at Arena Energy, Prescryptive Health, Marathon Oil, and DNC Technology. Outside of advising, he has worked as a sales analyst for Prescryptive Health, a digital health company focused on prescription intelligence platforms. Alpha-Tech Investments is a single-advisor independent firm providing discretionary asset management and portfolio supervision for individuals, corporations, and other entities. The firm employs a research-driven process combining fundamental analysis, technical methods, and modern portfolio theory, managing a diverse range of assets typically on a discretionary basis.

Terrance Elder is a CFP® professional with 22 years of industry experience, currently affiliated with Optivise Advisory Services LLC. He has worked at Texas First Wealth Management, LLC since 2007 and has been involved with Cash Flow Planners since 2002, where he serves as president and dedicates significant time to selling fixed annuities and life insurance. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed models and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by advanced technology and reporting tools.

Jonathan Kolmetz is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Oaks Wealth Management in Houston, TX. His prior roles include positions at LPL Financial LLC and Strategic Financial Concepts, LLC. Outside of his advisory work, he is a financial therapist and counselor with Alaphia Financial Wellness and Oaks Counseling Associates, respectively. Oaks Wealth Management provides tailored investment management and comprehensive financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, supported by individualized plans and regular reviews.

Kenton Braun is a CFP®, ChFC®, and holds a Series 65 license, with five years of industry experience. He is the sole advisor at Personal Prosperity LLC and previously worked at MitchellClark & Company. Personal Prosperity LLC is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a portfolio construction approach based on Modern Portfolio Theory, combining passive and active strategies, and is notable for its use of borrowing and derivatives within separately managed accounts.

Stephanie Doyle is the principal and sole advisor at Stephanie E. Doyle Investment Management in Kingwood, TX. She holds a Series 63 designation and has 13 years of industry experience. Doyle has managed her independent firm since 2005. Stephanie E. Doyle Investment Management provides discretionary investment management and financial planning services to individual and prospective high-net-worth clients. The firm focuses on asset allocation primarily through mutual funds and ETFs, employing fundamental analysis and third-party research to manage portfolios with an intermediate- to long-term horizon. It also offers educational seminars and workshops alongside personalized advice.