Mukul Khandelia is a financial advisor at Quantwealth Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, Merrill Lynch. He is also the managing member of Quantroll Capital LLC, a currently dormant entity. Quantwealth Advisors LLC provides discretionary and non-discretionary asset management primarily for high-net-worth individuals, using a combination of quantitative and traditional investment methods. The firm focuses on ongoing portfolio management with quarterly reviews and employs a broad range of strategies tailored to client goals and risk tolerance.

Brian Campbell is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing experience since 1983. He provides clients with individually tailored investment and risk management strategies, leveraging comprehensive services across Consumer Banking, Wealth Management & Trust Services, Global Banking, and Global Markets. Brian's expertise includes family wealth management, personal retirement planning, and special needs planning, supported by access to specialized teams for wealth structuring, trust and estate planning, philanthropy, business succession, and specialty asset management. Brian holds Series 3, 5, 7, 8, 15, 31, 63, and 65 FINRA registrations and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He is a qualified Senior Portfolio Advisor in Merrill Lynch’s Investment Advisory Program and completed the Merrill Lynch Longevity Training Program at the University of Southern California Davis School of Gerontology. A graduate of St. Francis College and a former United States Marine Corps Officer, Brian combines his education and military experience to deliver disciplined, math-based investment processes. Active in community and professional organizations, Brian supports the Marine Corps-Law Enforcement Foundation, the Disability Advocacy Network, the Military Support Assistance Group of Bank of America, and is a member of The Army Navy Club in Washington D.C. and the Order of Malta, USA. Outside of work, he enjoys boxing, gardening, and spending time with his family.

Debra Hartsfield is the sole advisor at DPH Financial, an independent firm based in Pearland, TX. She holds the ChFC® designation and has 21 years of industry experience, having founded DPH Financial LLC in 1998. In addition to her advisory role, she is licensed to sell life and health insurance in Texas. DPH Financial serves individuals, professionals, small business owners, and charitable organizations, focusing on clients with beginning incomes around $65,000 (single) or $130,000 (couple) and those aged 35–72. The firm provides comprehensive financial planning, investment advisory services, and financial education, emphasizing a primarily passive investment approach with low-cost, goal-oriented strategies and discretionary portfolio management.

Sanjay Gupta is a financial advisor at 584 North LLC with a Series 65 designation and over a decade of experience, including a long tenure at Shell since 2015. He founded 584 North LLC in 2025 and currently serves as its sole advisor. 584 North LLC is a small investment manager specializing in discretionary management of U.S.-listed equity securities using a uniform long/short equity strategy based on technical analysis and market-timing. The firm serves both retail and qualified clients, implementing a consistent allocation and risk-management approach across separately managed accounts.

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.

My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!

Heriberto Chinea is a financial advisor at Eightone Capital LLC with four years of industry experience. He holds a Series 65 designation and serves as CEO of iACT Holdings LLC, a real estate investment company. His prior experience includes roles at Parsons Corporation, FS Group Architects, and public schools in Pearland, TX. Eightone Capital LLC provides investment management and comprehensive financial planning to individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The firm primarily uses a passive, asset-class-driven investment approach with ETFs and index funds, and offers retirement plan consulting and educational seminars.

Fahd Lakhani is the sole advisor at Quantact Capital Advisors LLC in Sugar Land, TX, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Quantact Capital Advisors since its founding in 2013. Quantact Capital Advisors LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a value-oriented, risk-conscious investment approach with an emphasis on loss avoidance, using tactical asset allocation and technical analysis across various marketable securities.

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.

Salim Nathani is a financial advisor at Benzer Capital with 24 years of industry experience and holds a Series 66 designation. He is president of The Little Village School and serves as chairman of Bright Offerings, a nonprofit focused on early childhood education. Nathani has also been involved in various private investment and advisory roles through multiple business entities. Benzer Capital provides portfolio management, financial planning, and advisory consulting primarily to individual and high-net-worth clients, as well as pension consulting to employee benefit plans. The firm employs a tailored investment approach that includes model portfolios, fundamental analysis, and option strategies, and sponsors affiliated private pooled investment vehicles.

Angela Johnson is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Worthen Financial Advisors, Inc. She previously worked for Farmers Financial Solutions and Farmers Insurance Group from 2005 to 2021. Outside of her advisory role, Johnson is president of several closely held businesses, including a commercial real estate enterprise and management companies affiliated with insurance agencies. Worthen Financial Advisors provides investment management, subscription-based financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm employs a long-term, evidence-based approach using diversified portfolios primarily composed of mutual funds, ETFs, and fixed-income allocations, and offers a distinctive advisor-access digital membership for ongoing planning support.

James Marshall is the principal of Marshall Wealth Management, LLC, an independent advisory firm based in Sugar Land, TX. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Since 2003, he has been president and owner of Mini Moguls Edutainment Company, which provides financial education through comic books to schools nationwide. Marshall Wealth Management serves individual clients, families, trusts, estates, and nonprofit organizations, offering financial planning, portfolio management, and investment supervisory services primarily on a non-discretionary basis. The firm’s approach focuses on asset allocation and long-term strategies, with a documented planning process covering cash flow, tax, retirement, and estate considerations.

Damon Collins is a financial advisor at Collins Wealth Management in Sugar Land, TX, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the United States Army Corps of Engineers. In addition to his advisory role, he maintains a part-time quality assurance position and participates in public speaking and occasional pro-bono education. Collins Wealth Management serves individual clients, including both non–high-net-worth and high-net-worth households, offering tailored investment management and comprehensive financial planning. The firm combines passive and active investment approaches, constructing portfolios focused on managing volatility and aligned with clients’ goals, while providing additional services such as business planning, college savings, insurance reviews, and educational seminars.

Vinod Naidu is a financial advisor at SOF Spectrum Capital Management, LLC with a Series 65 designation and four years of industry experience. Prior to founding his firm, he was self-employed for three years and spent 19 years at CDK Global Inc. SOF Spectrum Capital Management serves individual and high-net-worth clients through discretionary asset management and retirement-plan allocation consulting. The firm employs a tactical investment approach using fundamental and technical analysis, including long- and short-term equity positions, ETFs, options, and margin, and offers performance-based fee arrangements for qualified clients.

Douglas Malone is a financial advisor with OverFlow Financial LLC, holding Series 65 and Series 66 licenses and 14 years of industry experience. His prior experience includes roles at Mass Mutual and MML Investors Services Inc. He also has a current affiliation with FEMA. OverFlow Financial LLC provides portfolio management and financial planning services to individual clients, focusing on a long-term investment approach guided by written Investment Policy Statements. The firm emphasizes fundamental analysis and acts as a fiduciary for retirement accounts, offering recommendations primarily in mutual funds, fixed income securities, equities, ETFs, Treasury inflation-protected securities, and insurance products.

James Lee is a CFA® charterholder and the founder of AlphaVista Asset Management LLC, where he serves as the sole advisor. He has two years of experience in financial advising and has a background working at various Shell affiliates from 2015 to 2023. AlphaVista Asset Management LLC is a small investment manager that provides discretionary and non-discretionary portfolio management through separately managed accounts and pooled arrangements. The firm serves both institutional and individual clients, employing proprietary quantitative models to trade primarily exchange-traded products with a focus on a single model portfolio applied across client accounts.

Amit Ganju is the sole advisor at Balai Lagai Wealth Management LLC in Sugar Land, TX. He holds a Series 65 designation and has been self-employed since 2020, with prior experience at Willis Towers Watson and various education-related roles. Ganju has been with Balai Lagai Wealth Management since 2025. Balai Lagai Wealth Management is a registered investment adviser providing discretionary portfolio management and tailored investment policy statements for individuals and high-net-worth clients. The firm employs a diverse investment approach using multiple analysis methods and strategies across a broad range of asset classes, including equities, options, and private placements.

Jesus Marquez is a CFP® with 10 years of industry experience and is the sole advisor at EZ Financial Group Inc. in Pearland, TX. He has been with EZ Financial Group since 2015 and also maintains a separate tax practice as an Enrolled Agent preparing and filing returns for individuals and businesses. EZ Financial Group provides ongoing asset management and modular financial planning for individuals, trusts, estates, corporate retirement plans, and small businesses. The firm typically manages both discretionary and non-discretionary accounts using a passive portfolio construction approach with index mutual funds and ETFs, complemented by fundamental, technical, cyclical, and charting analyses.

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.