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.

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.

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.

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.

Michael Reichek is a CFP®-designated financial advisor with 15 years of industry experience. He has operated Reichek Financial Services since 1991 and has longstanding affiliations with Ameritas Life Insurance and related companies since 2004. He serves as treasurer for two homeowners associations and holds voluntary roles on the investment committees and board of the National Exchange Club and its foundation. Reichek Financial Services offers investment advice, financial planning, and insurance services to individuals, corporations, and retirement plans. The firm emphasizes long-term fundamental analysis with a preference for low-cost mutual funds and ETFs, operates primarily on a non-discretionary basis, and combines investment management with an active insurance brokerage role.

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.

David Kolts is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Pegasus Wealth Management in Richmond, TX. He has previously worked with H.D. Vest Advisory Services and maintains ongoing roles in accounting, insurance, and real estate through his own CPA firm and related business activities. Kolts also teaches tax and small business courses for the IRS and the Small Business Development Center. Pegasus Wealth Management advises individuals, trusts, estates, charitable organizations, small businesses, and retirement plans, offering financial planning, investment management, and ERISA plan services. The firm employs a primarily passive, diversified investment approach using model portfolios and emphasizes client approval for trades, with a focus on no-load or low-load mutual funds and ETFs.

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.

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.

Frederick Fogarty is the principal of Fogarty Wealth Management, Inc. in Missouri City, TX, holding a Series 66 designation with 24 years of industry experience. He has been operating his own businesses since 2001 and has held roles at Fogarty Financial Services and Next Financial Group Inc. Outside of advisory work, he serves as president and treasurer on local homeowners association boards. Fogarty Wealth Management provides discretionary asset management, variable annuity management, financial planning, and consulting services. The firm serves individual investors and qualified retirement plans, applying fundamental and cyclical analysis within a client-tailored advisory process that includes pension consulting and ERISA plan support.

Nita Singhal is a financial advisor at New Day Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including MML Investors Services, LLC, MassMutual Life Insurance Co, and MetLife Securities Inc. Outside of her advisory role, she is a passive owner of a software-related consultancy business. New Day Wealth Management, LLC provides fee-based portfolio management and financial planning primarily for individuals, families, trusts, estates, and small businesses. The firm employs a long-term, conservative growth strategy using tactical asset allocation and favors low-cost, no-load mutual funds, while maintaining a primarily non-discretionary asset base.

James McClellan is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is the sole advisor at James G. McClellan CPA, a firm he has owned since 1983, providing professional accounting and tax services. The firm offers financial planning and investment management to individuals, trusts, and private foundations on a fee-only basis, with a focus on fundamental security and fund analysis and a generally long-term investment approach. It is notable for combining established CPA services with investment advisory work, often serving clients with both accounting and investment needs.

Wesley Bales is the sole advisor at Wesley Owen Bales Investment Advisory Service in Sugar Land, TX, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has operated his independent advisory firm since 2000. Wesley Owen Bales Investment Advisory Services Inc. provides fee-only portfolio management and advisory services primarily to individual and high-net-worth clients, offering both discretionary and non-discretionary strategies without a firmwide account minimum. The firm employs a blend of fundamental, technical, and cyclical analysis, implementing long- and short-term strategies including margin transactions and option writing, with an emphasis on concentrated equity positions for aggressive accounts and bond allocations for conservative accounts.

Sonny Blanchard is a CFP® professional with five years of industry experience. He is the Principal of Titan Tax and Titan CFO, providing tax preparation, planning, accounting, and business consulting services. His prior experience includes roles at Blanchard Wealth Partners, Heritage Wealth Management, Briggs & Veselka, and Grant Thornton LLP. Angelus Wealth, LLC offers investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small business owners. The firm emphasizes passive, diversified portfolios using low-cost mutual funds and ETFs, integrates financial planning with investment management, and provides faith-based and Biblically Responsible Investing options.

Frank Lieggi is a financial advisor at Domani Investments Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at Domani Investments since 2022. Outside of his advisory role, he teaches college courses at Fort Bend Christian Academy. Domani Investments Inc. is an independent registered investment adviser managing approximately $8.4 million across 19 client accounts. The firm serves individuals, personal trusts, IRAs, and institutional clients, focusing on discretionary investment management and financial planning. Portfolios are primarily constructed with exchange-traded funds emphasizing diversification and tailored to clients’ specific financial situations.

Bilal Aquil is a financial advisor at Momentum Financial Strategies, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management, LLC and Regal Investment Advisors LLC. Outside of his advisory role, he is the founder of a computer hardware design company and a home building firm, and he serves as secretary for a basketball summer camp for youth. Momentum Financial Strategies, LLC is an independent advisory firm providing portfolio management to individuals and consulting services to pension and profit-sharing plans. The firm employs a blend of cyclical, fundamental, modern portfolio theory, and technical analysis, offering mostly non-discretionary asset management along with formal pension plan consulting.

Benjamin Swan is a CFA® charterholder with 13 years of industry experience. He is the principal of Svane Capital, LLC, an independent advisory firm based in Sugar Land, TX, where he has worked since 2015. His prior work experience includes roles at Torch Securities, Winrose Surveying & Land Services, Exacta Land Surveyors, BSC Forensic Services, and Alpine Intel Commercial Solutions. Outside of his advisory work, he serves as treasurer of Swan Farms, LLC, a family farm. Svane Capital provides portfolio management services primarily to individual and high-net-worth clients, using personalized Investment Policy Statements to guide investment decisions. The firm employs a combination of technical, fundamental, and quantitative analysis methods and manages client assets internally with both long-term and short-term trading strategies.