Luis Pineda

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.

William Zickler is a financial advisor with Coastal Wealth Management, LP in Houston, TX. He holds a Series 65 designation and has 22 years of industry experience, all with Coastal Wealth Management since 2004. Coastal Wealth Management, LP is an independent registered investment adviser providing discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and private investment funds. The firm emphasizes capital preservation through personalized investment supervision tailored to each client’s risk tolerance, tax situation, and time horizon, with portfolio decisions informed by estate, tax, real estate, and insurance considerations.

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 and financial advisor with four years of industry experience. He has worked at Open Wealth Management LLC since 2021 and previously held roles at Proman US and Royal Dutch Shell. Open Wealth Management LLC is a Texas-registered independent advisory firm serving individuals and families, including senior corporate executives and owners of closely held businesses. The firm employs a long-term, asset-allocation driven investment approach, managing portfolios that include mutual funds, ETFs, ETNs, and individual securities, primarily on a discretionary basis.

Orie Helaire is a financial advisor at Epiphany Wealth Management in Houston, TX, with 11 years of industry experience. He holds the ChFC®, PFS™, and Series 65 designations. In addition to his advisory role, he is an accountant and occasionally offers accounting-related advice and services to clients. Epiphany Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm emphasizes tailored portfolio management based on documented investment policies, combining fundamental and quantitative analysis with active monitoring.

Pratik Shah is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Amijag Investment Managers LLC since 2012 and is also involved as a business research analyst and director at related entities Amijag Inc. and Amijag USA Inc. Amijag Investment Managers LLC provides discretionary and non-discretionary investment supervisory services primarily to institutional and business clients, including hedge funds, corporations, retirement plans, foundations, and endowments. The firm also offers financial planning, bookkeeping, and tax advisory services to individuals and families, managing a private hedge fund and employing active portfolio management with model strategies and alternative investment allocations.