Spencer Smith is a financial advisor at US Growth Partners, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Tremont Street Advisors, LLC and Respire Wealth Management, LLC. Outside of his advisory role, he provides business consulting services to Northstar Industries in Houston, focusing on product development and growth strategies. US Growth Partners, LLC serves pooled and institutional portfolios as well as individual and fiduciary clients, offering both discretionary and non-discretionary account management. The firm employs multiple analysis methods to align investment allocations with client objectives and manages a substantial portion of assets on a non-discretionary basis, which is less common in its category.

Johnny Salinas is the principal of Salinas Asset Management, LLC and holds a Series 65 credential with two years of industry experience. Prior to founding his firm, he worked at Equitable Advisors, LLC and served with the Texas State Securities Board. In addition to his advisory role, he owns and tutors for Financial Adviser Exam Tutors, LLC during non-trading hours. Salinas Asset Management, LLC is an independent investment adviser serving individual and high-net-worth clients with a small pool of accounts. The firm employs a blend of technical, fundamental, quantitative, and qualitative analysis alongside asset-allocation theory and a barbell strategy, offering multiple model objectives and access to a range of higher-risk instruments and strategies.

Rachel Harris is the sole advisor at Harris Financial Consulting, PLLC, an independent firm based in Alvin, TX. She holds Series 63 and Series 65 licenses and has five years of industry experience, including prior roles at PFS Investments Inc. and Primerica Financial Services. Before her financial career, she operated 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 both retail and institutional clients. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and behavioral finance, focusing on client-directed, non-discretionary recommendations.

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 Cypress Lane Advisors in Galveston, TX, bringing two years of industry experience. Prior to founding his firm, he held roles at Imaging Brands, Inc. and other private ventures. Cypress Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, and small-business owners under a fiduciary standard. The firm’s investment approach emphasizes asset allocation with a top-down macroeconomic perspective, utilizing ETFs, no-load mutual funds, and selective individual securities, while integrating traditional investment management with small-business consulting.

Glenn Cook is a financial advisor with Triumph Wealth Advisors, Inc. in League City, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at World Equity Group and Questar Asset Management. Outside of advisory work, he serves as a committee member and budget counselor for People In Need at Clear Creek Community Church, assisting congregants with financial crises and budgeting. Triumph Wealth Advisors provides asset management, financial planning, and consultation services to individual and business clients. The firm manages portfolios on a non-discretionary basis, tailoring investments across equities, fixed income, mutual funds, and ETFs, and serves clients without a firm-level account minimum.

I'm a fee-only, flat-fee financial planner who specializes in servicing retired couples and business owners. I live in League City, TX with my beautiful wife and daughter. I pride myself in the extensiveness of my financial plans, especially when it comes to tax planning. From beginning to end, I work with my clients to make sure that their path forward is crystal clear. I execute all action steps needed to put their roadmap into reality and help them avoid common mistakes and pitfalls along the way. My fees have always been and always will be flat. I receive no referral fees or kickbacks from professionals I may refer clients to, and charge no AUM fees.

William Ansell is a financial advisor with Tremont Street Advisors, LLC, holding a Series 66 credential and 14 years of industry experience. He has worked with Ham, Langston & Brezina LLP and American National Insurance Company since 2015 alongside his role at Tremont Street Advisors. Ansell serves on the boards of two nonprofit foundations, the Abe and Peggy Levy Foundation and the Ed and Sally Futch Foundation. Tremont Street Advisors is a fee-based investment advisory firm serving individuals, high-net-worth clients, business owners, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis with tailored asset allocation, offering portfolio management through direct management, sub-advisors, and third-party programs.

Roy Piske is a financial advisor at WSA Affiliates, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at WSA Affiliates since 2020, following a two-year tenure at Woodbury Financial Services. In addition to his advisory work, he has been involved in ground operations for Southwest Airlines since 1981, servicing aircraft while they are on the ground. WSA Affiliates, LLC provides advisory referral services and financial planning to individual and high-net-worth clients, connecting them with third-party investment managers and other financial professionals. The firm focuses on coordinating client information and due diligence rather than discretionary asset management or ongoing account reviews.

Bri'ana Savage is a financial advisor at Tremont Street Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has been with Tremont Street Advisors since 2020, serving as Vice President of Operations. Prior to her advisory role, she worked at Aqua Solutions and was a full-time student for nine years. Tremont Street Advisors is a fee-based investment advisory firm serving individuals, high-net-worth clients, business owners, and retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and provides both discretionary and non-discretionary asset management along with plan-sponsor support.

Thomas Rush is a financial advisor with Tremont Street Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with Tremont Street Advisors and its related entities since 2014 and also practices as a CPA at Ham, Langston & Brezina LLP. Tremont Street Advisors is a fee-based investment advisory firm serving individuals, high-net-worth clients, business owners, and retirement plans. The firm employs a combined fundamental, technical, and cyclical investment approach, offering both discretionary and non-discretionary management while maintaining close ties to the accounting profession through affiliated CPA practices.

Robert Challenger Jr. is a financial advisor at Tremont Street Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Tremont Street Advisors since 2014. Outside of his advisory role, he serves as a board member of Communities in Schools Bay Area, a nonprofit organization. Tremont Street Advisors is a fee-based investment advisory firm serving individuals, high-net-worth clients, business owners, and retirement plans. The firm combines fundamental, technical, and cyclical analysis with asset allocation and risk profiling to manage approximately $69 million in client assets.

Colton Cockerell is a financial advisor at LVZ, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at NEXT Financial Group since 2015. Outside of his advisory role, he is involved in insurance sales, including life, health, long-term care, and fixed annuities. LVZ, Inc. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, and retirement plans. The firm employs a blend of fundamental and technical analysis with a top-down review of economic and social trends, implementing strategies primarily through ETFs, mutual funds, and variable annuity subaccounts.

Timothy Sharer is a financial advisor with LVZ, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LVZ, Inc. since 2024 and has also worked at Next Financial Group, Inc. since 2002. Outside of his advisory role, Sharer is the owner of Sharer McKinley Group, which provides life insurance, long-term care, and annuity sales, and he is an author of a book. LVZ, Inc. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a blend of fundamental and technical analysis supported by a top-down review from an internal Investment Committee, implementing strategies primarily through ETFs, mutual funds, and other pooled investment vehicles.

Paul Brown is a financial advisor with Gradient Advisors, LLC in Webster, Texas, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Gradient Advisors since 2018 and is also involved with Titan Tax Advisors, where he owns and operates a tax preparation business that includes seminars and speaking engagements. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors and manages approximately $218.6 million in regulatory assets under management, offering tailored strategies through a combination of fundamental, technical, and cyclical analysis.

Jared Carlin is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at AE Wealth Management, Carlin Financial Group, Altamarea Group, Beacon Hill Staffing, and Craveable Hospitality Group. Outside of his advisory role, he is involved in insurance sales and services through Carlin Financial Group. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm offers portfolio management, financial planning, education workshops, and sub-advisory services, utilizing model allocations, third-party sub-advisers, and an asymmetric rebalancing approach.

Sally Witt is a CFP® and ChFC® with 32 years of experience in the financial services industry. She has been with BFC Planning, Inc. since 2013 and also works with Securities Management & Research, Inc. Outside of her advisory role, Witt serves as vice president of the Council of Business Women and is involved with nonprofit efforts addressing homelessness and mental health, including founding the Hunter Landon Witt Foundation. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, with investment strategies typically involving stocks, bonds, mutual funds, and ETFs.

Matthew Carlin is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Client One Securities, LLC. Outside of finance, he is a self-employed playwright. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers, and operates through a large network of affiliated offices and licensed representatives.

Kevin Fuller is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Waypoint Financial, Bank of America, N.A., and Merrill. Outside of his advisory work, he is co-owner and manager of Aimee Fuller Photography LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to proprietary and third-party investment solutions.

Jason Hardcastle is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Sanctuary Advisors, LLC. He has worked at Edward Jones since 2017 and previously held positions at the University of Texas Medical Branch. Outside of his advisory role, Hardcastle serves on several boards in Galveston, including Galveston Urban Ministries as Board President and the Galveston Park Board of Trustees, and he holds passive ownership in a local neighborhood wine and general store, Empouria, LLC. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and utilizes a network of sub-advisors and third-party platforms to implement distinct investment strategies.