Muhammad Abbas Dhanji

Dr. Preston D. Cherry, CFP®, is a Houston-based, flat-fee fiduciary financial advisor and Founder & CEO of Concurrent Wealth Management, an independent wealth management firm serving clients nationwide. He works with high-income Gen X professionals, business owners, and oil and gas executives, providing all-inclusive, comprehensive financial planning with integrated investment management through a dollar-based flat-fee model. His work helps executives and business owners coordinate investment management, tax planning, retirement income and withdrawal strategies, cash flow, and estate planning needs. For oil and gas executives, he addresses how company stock, equity compensation, deferred compensation, pensions, and career timing affect the broader financial plan. Areas of focus include RSUs, PSUs, stock options, ESPPs, concentrated company stock, and the transition from a successful career into retirement or work-optional living. He helps clients understand their choices, evaluate tradeoffs, and coordinate decisions across their financial lives. His Financial Harmony™ approach brings financial planning and wealth psychology together, aligning clients’ resources with their values, relationships, and life priorities. He helps clients build and preserve wealth while developing the confidence to use it intentionally, enjoy life today, and prepare for tomorrow. Dr. Cherry is the author of Wealth in the Key of Life, published by Wiley. His financial insights have been featured in The Wall Street Journal and Kiplinger, and he has appeared on CNBC Arabia and Schwab Network. He meets with clients in Houston and virtually nationwide.

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 20 years of industry experience. He holds a Series 66 designation and has worked at Credit Suisse Securities and Wells Fargo Clearing prior to joining Forthright in 2019. Forthright Family Wealth Advisory LLC provides fee-only, discretionary investment management and comprehensive private wealth planning to individuals, families, foundations, and businesses. The firm generally serves clients with account minimums around $1 million and employs a blend of fundamental, technical, charting, and cyclical analysis to manage portfolios across multiple asset classes.

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.