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.

Kenton Braun is a CFP®, ChFC®, and holds a Series 65 license, with five years of industry experience. He is the sole advisor at Personal Prosperity LLC and previously worked at MitchellClark & Company. Personal Prosperity LLC is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a portfolio construction approach based on Modern Portfolio Theory, combining passive and active strategies, and is notable for its use of borrowing and derivatives within separately managed accounts.

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.

Brian Lively is a financial advisor at B. Lively Financial, LLC with a Series 65 credential and one year of experience at the firm. He has worked at United Surgical Partners Incorporated since 2015 and maintains a full-time clinical nursing role outside of his advisory work. B. Lively Financial, LLC offers discretionary portfolio management primarily for individuals and small businesses, focusing on equity securities, debt instruments, options, and retirement accounts under ERISA fiduciary standards. The firm employs an equity-focused investment approach using growth, momentum, and concentrated-equity strategies supported by charting, fundamental, and technical analysis, managing accounts on a discretionary basis with ongoing client communication.

Adnan Hamed is a financial advisor at Blue Aris with four years of industry experience. He holds a Series 65 designation and has prior work experience at IBM. His other business activities include investment advisory and technology consulting. Blue Aris serves a selective client base including individuals, business entities, pension plans, and institutional clients. The firm offers financial planning, investment advisory, and wealth management services with a multidisciplinary, education-focused approach that emphasizes strategic asset allocation and low-cost investment vehicles, supplemented by client education through newsletters, video blogs, and seminars.

Matthew Mann is a financial advisor at Ascending Assets with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascending Assets since 2017. Outside of his advisory role, he has worked at Domino's Pizza since 2016. Ascending Assets provides portfolio management and investment advice primarily to corporations and business entities. The firm focuses on individualized investment policies, discretionary portfolio management, and uses a combination of cyclical and fundamental analysis alongside modern portfolio theory.

Phuong Nguyen is a financial advisor at Quality Wealth Care, LLC with 23 years of industry experience. She holds a Series 66 designation and has worked at Quality Wealth Care since 2005 and Nugent & Associates, Inc. since 2004. In addition to her advisory role, Nguyen works as an insurance agent, accountant during tax season, and business consultant. Quality Wealth Care provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes a strategic asset allocation approach using a core-and-satellite framework and offers pension-plan consulting and employee benefits education for business clients.

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.

Jose Maldonado is a financial advisor with Hoyle Capital, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to founding Hoyle Capital in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2019. Hoyle Capital, LLC provides discretionary portfolio management and investment services primarily to accredited and high-net-worth investors through managed accounts and pooled investment arrangements. The firm uses a quantitative screening tool based on extensive market data to guide tactical asset allocation and incorporates options and private-placement opportunities within client strategies.

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.

Edna Thompsen is a Certified Financial Planner (CFP®) with 31 years of experience, operating her independent firm, Edna J. Thompsen, CFP, since 1995. She holds a Series 63 license and has 12 years of industry experience under that designation. Her firm provides fee-only financial planning and personal finance administration to a small number of individual clients and serves as a fiduciary advisor to employer 401(k) plans. The firm uses a fee structure based on hourly and fixed fees rather than asset-based charges and typically recommends passive mutual funds and ETFs, while clients retain control of investments through their chosen brokers.

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.

Arthur Barasch is the sole advisor at Baron Financial Advisors, LLC, an independent firm based in Spring, TX. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Since 2014, he has led Baron Financial Advisors and also works as an independent insurance agent specializing in long-term care, health, and disability insurance. Baron Financial Advisors provides tailored financial planning and advisory services to individuals, high-net-worth clients, and business entities. The firm emphasizes individualized asset allocation and collaborates with third-party managers for portfolio management, serving as a non-discretionary planner and co-advisor.

Michael Osgood is a CFP® with 21 years of industry experience and is the principal of Osgood Capital Management, Inc. He has also operated Osgood & Associates, a CPA and tax compliance firm, since 2001 and maintains a separate insurance agency. Osgood Capital Management provides investment advisory and financial planning services to individual and high-net-worth clients, managing portfolios tailored to client objectives using a variety of strategies including asset allocation and technical analysis, with ongoing suitability reviews.

Christopher Lloyd is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Lloyds Intrepid LLC since 2020 and previously spent five years at Bank of America Merrill Lynch. Lloyd is based in The Woodlands, TX, and is one of two advisors at Lloyds Intrepid Wealth Management. Lloyds Intrepid Wealth Management provides fee-only wealth management and financial planning to individual and high-net-worth clients. The firm employs a primarily passive investment approach supplemented by macroeconomic, fundamental, and technical analysis, and may use short-term hedging with unlevered inverse ETFs.

Robert Bond is a financial advisor at Bright Vision Wealth with 12 years of industry experience. He holds a Series 65 credential and has operated his own wealth planning and investment firm since 2019. In addition to his advisory role, Bond is a board-certified estate planning and probate attorney with over 30 years of experience practicing law at The Bond Law Firm. He also oversees a tax preparation service and several management firms related to family and business assets. Bright Vision Wealth provides financial planning and advisory services to individuals, high-net-worth clients, and business entities through personalized analyses and negotiable financial planning engagements. The firm operates on a non-discretionary basis, recommending and monitoring third-party investment advisers while conducting regular client reviews and using third-party asset allocation programs to implement its advice.

Stephen Jimenez is a financial advisor at Peerless Wealth with 22 years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is involved with Peerless ETFs, LLC as a wholesaler and serves as a sales consultant for Gore Range Capital. Peerless Wealth provides financial planning, discretionary investment management, and qualified plan consulting to individuals, families, trusts, estates, business entities, charities, and retirement plans. The firm employs a strategic asset-allocation framework and a proprietary methodology, utilizing a range of analytical approaches and investment tools, including ETFs and options strategies, to manage risk and exposure.

Kaylin Campbell is a financial advisor at Exos Wealth Strategies, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Aaron Keys & Associates, Inc. and Wealth Design Group. Outside of her advisory role, she owns and operates M&A Risk Management, LLC, an insurance agency specializing in life, health, and property and casualty insurance. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and exchange-traded funds, conducts ongoing portfolio reviews, and offers private fund investments to qualified clients.