Dr. Preston D. Cherry, CFP®, is a Houston-based, flat-fee fiduciary financial advisor and Founder & CEO of Concurrent Wealth Management, an independent wealth management firm serving clients nationwide. He works with high-income Gen X professionals, business owners, and oil and gas executives, providing all-inclusive, comprehensive financial planning with integrated investment management through a dollar-based flat-fee model. His work helps executives and business owners coordinate investment management, tax planning, retirement income and withdrawal strategies, cash flow, and estate planning needs. For oil and gas executives, he addresses how company stock, equity compensation, deferred compensation, pensions, and career timing affect the broader financial plan. Areas of focus include RSUs, PSUs, stock options, ESPPs, concentrated company stock, and the transition from a successful career into retirement or work-optional living. He helps clients understand their choices, evaluate tradeoffs, and coordinate decisions across their financial lives. His Financial Harmony™ approach brings financial planning and wealth psychology together, aligning clients’ resources with their values, relationships, and life priorities. He helps clients build and preserve wealth while developing the confidence to use it intentionally, enjoy life today, and prepare for tomorrow. Dr. Cherry is the author of Wealth in the Key of Life, published by Wiley. His financial insights have been featured in The Wall Street Journal and Kiplinger, and he has appeared on CNBC Arabia and Schwab Network. He meets with clients in Houston and virtually nationwide.

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.

Jonathan Kolmetz is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Oaks Wealth Management in Houston, TX. His prior roles include positions at LPL Financial LLC and Strategic Financial Concepts, LLC. Outside of his advisory work, he is a financial therapist and counselor with Alaphia Financial Wellness and Oaks Counseling Associates, respectively. Oaks Wealth Management provides tailored investment management and comprehensive financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, supported by individualized plans and regular reviews.

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.

Brian Lively is the principal of B. Lively Financial, LLC, an independent advisory firm based in Spring, TX. He holds a Series 65 designation and began his financial advisory career in 2026. Prior to founding the firm, he has worked at United Surgical Partners Incorporated since 2015. Mr. Lively devotes the majority of his professional time to a healthcare occupation outside the advisory business. B. Lively Financial, LLC provides discretionary portfolio management and investment advice to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs an equity-focused investment approach that combines charting, technical, and fundamental analysis to implement growth- or momentum-oriented and sometimes concentrated positions across a range of securities, operating under ERISA fiduciary standards with ongoing client consultations.

Neal Carlson is a financial advisor at Forthright Family Wealth Advisory LLC in Houston, TX, with 20 years of industry experience. He holds a Series 66 designation and has worked at Credit Suisse Securities and Wells Fargo Clearing prior to joining Forthright in 2019. Forthright Family Wealth Advisory LLC provides fee-only, discretionary investment management and comprehensive private wealth planning to individuals, families, foundations, and businesses. The firm generally serves clients with account minimums around $1 million and employs a blend of fundamental, technical, charting, and cyclical analysis to manage portfolios across multiple asset classes.

Shaun Taylor is the principal of Taylor Williams Private Wealth Management LLC in Tomball, TX, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Centric Advisors LLC, and J.P. Morgan Securities. Outside of financial services, he is involved in sports and entertainment activities through Taylor Williams Worldwide, coaching youth in basketball, golf, track & field, and baseball, as well as DJing events. Taylor Williams Private Wealth Management LLC provides discretionary and non-discretionary asset management, ERISA retirement-plan advisory services, and financial planning to retirement plans, charitable organizations, and other institutional clients. The firm integrates security analysis techniques with client-specific objectives and offers pension consulting and plan services, including acting in a limited-scope 3(21) fiduciary capacity.

Yanira Alam is a Series 65-credentialed advisor affiliated with Aurevia Wealth Management LLC, based in Houston, TX. She has experience with Aurevia Legacy Partners LLC and other business ventures dating back to 2014. Aurevia Wealth Management is a newly established registered advisory firm that provides discretionary asset management services to individuals, high-net-worth clients, and business entities. The firm employs model-based portfolio management techniques and quantitative planning tools, offering services directly or through a co-advisor arrangement with Gradient Investments, LLC.

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.

Jennifer Aguirre is a financial advisor at Silverstone Private Wealth with nine years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch, Morgan Stanley, and Navy Federal Investment Services. Aguirre is also a licensed insurance agent. Silverstone Private Wealth provides discretionary and non-discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm focuses on customized investment programs aligned with client goals and risk tolerance, offering both long- and short-term strategies with regular account reviews.

Matthew Mann is a financial advisor at Ascending Assets with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ascending Assets since 2017. Outside of advising, he has worked with Domino's Pizza since 2016. Ascending Assets LLC provides portfolio management and investment planning services primarily to corporations and business entities. The firm focuses on tailored portfolio construction and ongoing monitoring, applying a blend of cyclical and fundamental analysis alongside modern portfolio theory in its investment approach.

Joseph Hopkins is a financial advisor at Mission Retirement with 15 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management, LLC and Global Financial Private Capital, LLC. In addition to his advisory role, he has been an independent insurance agent since 1980. Mission Retirement provides investment advisory services primarily to individual and high-net-worth clients by recommending and overseeing unaffiliated independent managers. The firm uses various analytic methods and offers both discretionary and nondiscretionary programs, focusing on due diligence and oversight rather than in-house portfolio management.

Eli Mitcham is the sole advisor at Asset Lift Wealth Management, LLC in Cypress, TX, holding a Series 65 designation with 20 years of industry experience. He has been with Asset Lift Wealth Management since 2007, following a year at USA Wealth Management LLC. In addition to his advisory role, Mitcham is a licensed independent insurance agent, selling life insurance and fixed products. Asset Lift Wealth Management serves individuals, high-net-worth clients, and various institutional entities, providing personalized financial planning and discretionary investment management. The firm employs a risk-calibrated, globally diversified investment approach with actively managed portfolios primarily composed of exchange-listed securities and utilizes a single independent custodian platform integrated with automated tax-management tools.

David Crews is a Series 65-licensed financial advisor with 21 years of experience, operating Crews Capital Management, LP, an independent firm based in Cypress, TX. He is the majority owner of Midtown MMA, LLC and also owns Industrial Vending, LLC. Additionally, he serves on the board of directors for Phyco Biosciences and holds investment interests through Weston Fund, LP. Crews Capital Management, LP provides discretionary portfolio management and financial planning to individuals, trusts, estates, and private corporations, focusing on individualized stock selection and tax-aware portfolio adjustments. The firm employs fundamental analysis supported by screening tools and external research, and it offers a performance-based fee arrangement to qualified investors alongside a small, concentrated client base.

Jeanie Fielder Eymontt is a financial advisor with Absolute Alpha Corp in Houston, TX, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has worked at Absolute Alpha Corp since 2016 and previously at American Portfolios Financial Services, Inc for five years. Absolute Alpha Corp is a single-advisor registered investment adviser serving a small group of clients, including high-net-worth individuals, trusts, charitable organizations, and small businesses. The firm offers asset management and portfolio advisory services through a wrap-fee program using a bottom-up investment approach with both quantitative and qualitative analysis, primarily managing accounts on a non-discretionary basis.

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.

Kelvin York Jr. is a financial advisor with Goldenstate Wealth Management in Humble, TX. He holds the Series 65 designation and has one year of industry experience. Prior to his advisory role, he has worked at Shell Oil Company since 2014. Goldenstate Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a disciplined investment approach based on security selection, asset allocation, and risk-managed portfolio construction using individual stocks, ETFs, mutual funds, fixed income, and cash equivalents.

Diego Luna Y Parra Diaz is a financial advisor at Berlin Wealth Group Advisors with two years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Berlin Wealth Group Advisors, he worked at Kpitalia Asset Management, Finamex International, and several other firms in Mexico. Berlin Wealth Group Advisors provides fee-based investment advisory, discretionary portfolio management, and comprehensive financial planning to a range of clients including individuals, high-net-worth clients, pension plans, and corporate entities. The firm employs a tactical allocation approach using fundamental and technical analysis and offers performance-based fee arrangements for qualified clients.

Ernie Galliani is a financial advisor at PRP with 24 years of industry experience. He holds a Series 65 designation and has worked in roles including account manager and actuary at Nova 401(k) Associates since 2009. Galliani is also a principal at Professional Retirement Planning GP LLC and Professional Retirement Planning Inc., both active since 2002. PRP provides investment management and retirement-plan consulting to individuals, trusts, small businesses, and qualified retirement plans. The firm’s services combine investment advice based on Modern Portfolio Theory with formal actuarial and pension consulting, offering solutions that include actuarial valuations, plan design, written investment policy statements, and participant education.

Ganesh Budidagaddapalli Midigesi is a financial advisor at Grass Capital LLC with a Series 65 credential and five years of industry experience. He has worked at Ameya Insurance Group LLC and ISR Infoway Inc, among other firms. Outside of advisory activities, he serves as a general partner managing a private fund and is involved in an IT consulting business, although it currently has no active operations. Grass Capital LLC provides advisory services to individuals, high-net-worth clients, small businesses, plan sponsors, and investors in pooled vehicles, employing both fundamental and technical analysis across various asset classes. The firm differentiates itself by combining private fund sponsorship with pooled-vehicle management and pension-plan services for institutional clients.