Samuel Lee Collins III

Spencer Smith is a financial advisor at US Growth Partners, LLC with nine years of industry experience. He holds Series 66 and Series 65 designations and has worked at several firms, including Tremont Street Advisors, LLC and Respire Wealth Management, LLC. In addition to his advisory role, he provides business consulting on product development and growth strategies to Northstar Industries in Houston. US Growth Partners, LLC primarily serves individual and fiduciary clients as well as pooled and institutional portfolios, offering both discretionary and non-discretionary investment management and financial planning services. The firm employs a multi-method investment approach and manages a substantial portion of assets on a non-discretionary basis, with no account minimums.

Johnny Salinas Jr. is a financial advisor at Salinas Asset Management, LLC in Texas City, TX, with two years of industry experience. He holds a Series 65 designation and has worked previously at Equitable Advisors, LLC and the Texas State Securities Board. Outside of advisory services, he operates Financial Adviser Exam Tutors, LLC, where he provides tutoring during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small portfolio base. The firm employs a diversified investment process that includes technical, fundamental, quantitative, and qualitative analysis, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Rachel Harris is a financial advisor at Harris Financial Consulting, PLLC with six years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Outside of finance, she operated the Rachel Harris Music Studio for eight years. Harris Financial Consulting provides financial planning, portfolio advisement, retirement planning, philanthropic investment advice, financial document drafting, and educational seminars to retail and institutional clients. The firm follows a non-discretionary, fee-only approach based on Modern Portfolio Theory and behavioral finance, emphasizing diversified long-term strategies and client engagement.

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 three years of industry experience. He is the sole advisor at Cypress Lane Advisors in Galveston, TX, where he has worked since 2023. Prior to that, he was self-employed and worked at Imaging Brands, Inc. from 2018 to 2021. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, high-net-worth clients, trusts, estates, and small business owners. The firm uses an asset-allocation framework with a macroeconomic overlay, primarily investing in ETFs and no-load mutual funds, while employing leverage, derivatives, and limited cryptocurrency exposure in client portfolios.

Glenn Cook is a financial advisor at Triumph Wealth Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including World Equity Group and TCM Securities. Outside of his advisory role, Cook serves as a committee member and budget counselor for the People In Need benevolence committee at Clear Creek Community Church. Triumph Wealth Advisors provides non-discretionary asset management, financial planning, and consultation services to individuals, high net worth clients, and businesses, tailoring portfolios to clients’ financial conditions, objectives, and risk tolerances. The firm emphasizes client approval of transactions and utilizes a combination of equities, fixed income, mutual funds, and ETFs, while also maintaining solicitor relationships with outside managers.