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.

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.

Thomas Badgett is a financial advisor at Gulf Coast RIA with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Gulf Coast RIA since 2022. Prior to this, he spent ten years at MoneyBlock and has served as president of Bay Area Asset Management for over two decades. Outside of finance, he is involved in non-investment related sales activities with Gulf Coast Truck & Equipment and Bay Area Firearms, Inc. Gulf Coast RIA is a state-registered investment adviser providing portfolio management to individual investors, high-net-worth clients, and various institutions. The firm employs an asset-allocation driven approach that integrates fundamental and technical analysis with systematic tools and actively managed strategies.

Juanita Finley is a financial advisor at Texas Capital Management with nine years of industry experience. She holds a Series 65 designation and has been affiliated with Clemmons Wealth Management LLC dba Texas Capital Management since 1997. Texas Capital Management provides discretionary investment management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $53 million in assets across about 200 client relationships, offering customized portfolios through separately managed accounts or strategic asset allocation with a tactical overlay.

With over 15 years of experience in financial planning, I’m here to collaborate with you to turn your intentions into prosperity. As a Certified Financial Planner with an MBA in Finance and a Bachelor’s degree in Organizational Leadership, I bring a deep wealth of knowledge and practical expertise to every conversation. My journey in finance has been shaped by a passion for helping others, guided by my faith and love for family. I started as a Series 7 licensed advisor, directly managing client assets. Now with my current 66 license, I focus on providing timely, actionable advice tailored to those who need a trusted second opinion or a personal CFO. At my firm, I collaborate with high earners and high net worth professionals who are hands-on with their finances but need expert guidance to unlock their full potential. I see myself not just as an advisor, but as a creative visionary and meticulous strategist, working alongside you to prioritize what matters most in your financial life.

Matthew Russell is a CFP® professional with 15 years of experience in financial planning and wealth management. He has been the sole advisor at MTR Financial Services, LLC since 2009. MTR Financial Services is an independent, fee-only firm serving individuals, trusts, estates, and charitable organizations. The firm offers ongoing portfolio management and hourly financial planning without account minimums, focusing on a range of topics including retirement, tax, insurance, college planning, and debt strategies.

David Barsalou is a financial advisor at LCM Financial with a Series 65 credential and one year of industry experience. He is managing attorney and owner of a law firm and a tax preparation business, both established in 2013, where he provides legal services and tax filing for individuals and businesses. Barsalou has worked at Silverstone Private Wealth, LLC and Lewis Caldwell Mitchell, Inc. Lewis Caldwell Mitchell, Inc. is a registered investment adviser formed in 2024 that offers financial planning, non-discretionary portfolio advice, and pension consulting to plan sponsors and individuals. The firm provides tailored advice and ongoing monitoring without discretionary trading, and it discloses affiliations with legal and tax practices as part of its operating model.

Gerald Whitfill is the principal of Whitfill Investment Management, LLC, with 29 years of industry experience. He holds a Series 63 designation and has operated his independent advisory firm since 2003. In addition to his advisory work, Whitfill is a certified public accountant and president of Gerald Whitfill P.C., where he provides income tax consulting and preparation. Whitfill Investment Management serves primarily individual clients by offering portfolio construction, asset management, and financial planning services. The firm uses asset-allocation strategies tailored to client objectives and incorporates tax considerations through its affiliation with Whitfill’s CPA practice.

Marcus Jasso is a financial advisor with Overlook Park Wealth, LLC in Humble, Texas, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Sovereign Wealth Advisors, LLC and LPL Financial, LLC. Outside of his advisory work, he is involved in team building and coaching through a sole proprietorship, owns a religious gift and novelty business, and serves as president of the Humble Middle School PTO. Overlook Park Wealth, LLC provides discretionary asset management, negotiable fixed-fee financial planning, and educational seminars to individuals and small corporations. The firm manages approximately $7.6 million through model-based core and themed equity portfolios tailored to clients’ goals, risk tolerances, and time horizons.

Ledell Johnson is a financial advisor at JI Financial Services, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities and USA Financial Securities. Outside of his advisory role, he operates as an independent insurance agent and is involved in mineral leasing and real estate activities. JI Financial Services, LLC is an independent investment adviser serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs fundamental analysis with a combination of long- and short-term strategies, primarily managing client assets on a non-discretionary basis.

Jennifer Aguirre is a financial advisor at Silverstone Private Wealth with eight years of industry experience. She holds a Series 66 license and has worked at several firms, including Merrill Lynch, Morgan Stanley, and Navy Federal Investment Services. Aguirre is also a licensed insurance agent. Silverstone Private Wealth, LLC is a registered investment adviser that plans to provide portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs multiple methods of analysis and a range of investment instruments, offering both discretionary and non-discretionary management once advisory services commence.

Eric Johnson is a CFP® professional with eight years of industry experience. He is currently with Roth Financial Partners LLC, where he has worked since 2017, and previously held roles at Raymond James Financial Services and KPMG LLP. Roth Financial Partners LLC provides discretionary investment advisory and financial planning services to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, using fundamental and technical analysis across multiple asset classes and employs independent managers and wrap programs for account management.

James Roth is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is the principal advisor at Roth Financial Partners LLC, where he has worked since 2020, following seven years at Raymond James Financial Services Advisors. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, utilizing fundamental and technical analysis to implement diverse investment strategies across multiple asset classes.

Peter Roth is a CFP® with 42 years of experience in the financial industry. He is the principal at Roth Financial Partners LLC, where he has worked since 2020. Prior to that, he held advisory roles at Raymond James Financial Services Advisors and related entities from 2010 to 2020. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, employing fundamental and technical analysis across various asset classes and utilizing independent managers and wrap programs.

Kaye Riggs is a financial advisor with Saint Francis Capital in Houston, TX, holding a Series 65 designation and 15 years of industry experience. She has been with Saint Francis Capital since 2013. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios based on fundamental valuation, technical indicators, and macroeconomic factors. The firm oversees approximately $37.6 million in discretionary assets and develops tailored investment policies according to clients’ objectives, risk tolerance, and liquidity needs.

Jesus Soto is a financial advisor at Silverstone Private Wealth with 26 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016, as well as at CUNA Brokerage Services, Inc. and Cuna Mutual Group from 2015 to 2016. In addition to his advisory work, he is an independent insurance agent operating under De Soto & Company. Silverstone Private Wealth, LLC is a registered investment adviser that plans to offer portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm’s investment approach incorporates multiple analysis methods and employs both long- and short-term trading strategies across a broad range of instruments.

Mark Manber is a financial advisor with Investment Research Corp who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Investment Research Corp since 2017 and concurrently at World Capital Brokerage, Inc. since 2007. Outside of his advisory role, Manber is a self-employed tax professional during tax season and also works as a customer service representative for United Air Lines. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad range of investment products with both discretionary and non-discretionary management options.

Alexander Liepman is a financial advisor at Kingwood Investment Group with eight years of industry experience. He holds the Series 66 designation and has worked at NEXT Financial Group, Inc. since 2017. Kingwood Investment Group is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm tailors investment recommendations to client objectives and risk tolerance, employs a small team approach, and transitioned to SEC registration in 2025.

Terri Canterbury is a financial advisor with Kingwood Investment Group in Galveston, TX, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at NEXT Financial Group, Cetera Advisor Networks LLC, and Alegent Health Care Systems. In addition to her advisory work, she operates Gulf View Insurance Solutions as an insurance agent and provides healthcare navigation consulting. Kingwood Investment Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning, tailoring investment strategies to client objectives and risk tolerance. The firm employs a small team approach, managing approximately $120 million in discretionary assets and offering both direct management and third-party sub-advisor services.

Gary Alden is a financial advisor at Kingwood Investment Group with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NEXT Financial Group for 18 years before joining Kingwood Investment Group in 2024. Kingwood Investment Group serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services without imposing a minimum account size. The firm tailors investment strategies to client objectives and risk tolerance, employing a mix of asset allocation, technical analysis, and both long- and short-term approaches.