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.

Stephanie Doyle is the principal of Stephanie E. Doyle Investment Management in Kingwood, TX, and holds a Series 63 designation. She has 14 years of industry experience and has led her independent firm since 2005. Her firm provides discretionary investment management and planning primarily for individual and prospective high-net-worth clients, managing approximately $7 million across about 20 relationships. The investment approach emphasizes strategic asset allocation using mutual funds and ETFs, with a focus on fundamental analysis and intermediate to long-term holdings. The firm also offers operational services such as managing held-away retirement and HSA accounts with tax-efficient strategies and hosts educational seminars alongside regular client meetings.

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.

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.

I am a CERTIFIED FINANCIAL PLANNER™ professional who helps pre‑retirees gain the clarity and confidence they need to step into (early) retirement with purpose. Through my firm, A Small Investment, I guide clients in organizing their finances, planning sustainable retirement income, and making values based decisions that support both their lifestyle and legacy. With more than 15 years of experience, I am known for simplifying complex financial topics so clients can make informed choices without feeling overwhelmed. My commitment to unbiased, stewardship, and focused guidance began after witnessing the impact of conflicted advice early in my financial life. A turning point that shaped my belief that people deserve transparent, trustworthy planning. Today, I serve as a steady guide for those preparing for retirement or exploring work optional living. My mission is to help you do that on purpose, with peace of mind and financial clarity that supports the life and legacy you are building.

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 with LCM Financial and holds a Series 65 designation. He has two years of experience in the financial industry and also operates a law firm and a tax preparation business, both established in 2013. Barsalou’s background includes roles at Silverstone Private Wealth, LLC, and Lewis Caldwell Mitchell, Inc. Lewis Caldwell Mitchell, Inc. is an independent registered investment adviser providing financial planning, non-discretionary portfolio advice, and pension consulting to a range of clients. The firm delivers tailored advice and ongoing monitoring without discretionary trading, and includes services such as ERISA-focused pension consulting and third-party adviser recommendations.

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 at Overlook Park Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Sovereign Wealth Advisors, LLC and LPL Financial, LLC. Outside of his advisory role, he owns and manages Humble Anointing Oil Company, a religious gift and novelty business, and serves as president of the Humble Middle School Parent Teacher Organization. Overlook Park Wealth, LLC provides discretionary asset management and financial planning services to individuals and corporations, employing a mix of long- and short-term strategies supported by third-party due diligence. The firm offers tailored investment programs, quarterly portfolio reviews, and multiple model portfolios, with a notable affiliated insurance practice incorporated into its service offerings.

Richard Cull is a CFA® charterholder and principal at Old Beach Investment Advisors, LLC with 19 years of industry experience. He has held investment roles at Centric Advisors, LLC and Pagosa Management LLC, as well as Breen Investors LP. Cull also serves as Chief Investment Officer at Centric Advisors, where he conducts research on individual stocks and makes investment recommendations. Old Beach Investment Advisors provides discretionary portfolio management and supervisory services to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm primarily uses long-term equity strategies based on fundamental analysis, maintaining a concentrated client roster and approximately $66.8 million in discretionary assets.

Eric Johnson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Roth Financial Partners LLC since 2017. His prior experience includes four years at KPMG LLP and several years with Raymond James Financial Services. Roth Financial Partners provides discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, as well as business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a range of asset classes and accesses independent managers primarily through the Raymond James Consulting Services wrap program.

David Wanja Jr. is a CFP® and Series 65 credentialed advisor at Clientfirst Wealth Management, LLC with five years of industry experience. His prior roles include positions at Legacy Financial Designs, FreeWill, and Financial Synergies Wealth Advisors. He has been affiliated with Houston Country Club since 2015. Clientfirst Wealth Management serves individual and high-net-worth clients with fee-only discretionary asset management and subscription-style financial planning. The firm emphasizes tailored portfolios based on client goals, various analysis techniques, and ongoing monitoring.

Manuel Malvaez is a financial advisor with Camden Wealth Advisors LLC, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at Camden Wealth Advisors since 2014 and is also involved in business consulting through Accesum Global Services and Accesum Consulting Services, focusing on market and business development in Mexico and Latin America. Additionally, he consults for several real estate companies. Camden Wealth Advisors provides investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals and institutions. The firm offers customized portfolio strategies, including discretionary and non-discretionary management, and coordinates advanced planning services through affiliated entities.

Timothy Fleming is a financial advisor at Endurance Financial Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Endurance Financial Planning since 2019. Concurrently, he has been involved with the College Park Church of Christ since 2010. Endurance Financial Planning serves individual clients, including high-net-worth households, pension and profit-sharing plans, charities, and businesses. The firm employs a primarily passive investment strategy using index mutual funds and ETFs to build tax-efficient portfolios tailored to each client's financial situation and risk tolerance.

James Roth is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. He is the principal advisor at Roth Financial Partners LLC, where he has worked since 2020, following seven years at Raymond James Financial Services Advisors. Roth Financial Partners LLC provides discretionary investment advisory services and standalone financial planning to individuals, business entities, trusts, and estates. The firm focuses on portfolio management for individual and high-net-worth clients, utilizing fundamental and technical analysis to implement diverse investment strategies across multiple asset classes.

Peter Roth is a CFP® with 43 years of industry experience, currently serving at Roth Financial Partners LLC since 2020. His prior experience includes roles at Raymond James Financial Services Advisors and UBS Financial Services. Roth Financial Partners LLC offers discretionary investment advisory services and financial planning to individuals, business entities, trusts, estates, and state and municipal government clients. The firm focuses on customized portfolio management using a mix of individual equities, fixed income, mutual funds, and ETFs, and utilizes independent managers through the Raymond James Consulting Services wrap program.

Kaye Riggs is a financial advisor with Saint Francis Capital in Houston, TX, holding a Series 65 designation and 15 years of industry experience. She has been with Saint Francis Capital since 2013. Saint Francis Capital provides discretionary investment supervisory services to individuals and high-net-worth clients, managing personalized portfolios based on fundamental valuation, technical indicators, and macroeconomic factors. The firm oversees approximately $37.6 million in discretionary assets and develops tailored investment policies according to clients’ objectives, risk tolerance, and liquidity needs.

Marc Sony is a financial advisor with Camden Wealth Advisors LLC in Kingwood, TX, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been affiliated with Northeast Securities, Inc. and Camden Wealth Advisors since 2009. Camden Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office services, and pension consulting primarily to high-net-worth individuals, families, trusts, and institutions. The firm employs customized investment strategies and provides consolidated reporting, third-party manager referrals, and both long- and short-term investment approaches.

Kesa Ennen is a financial advisor at Saber Capital Management LLC in Humble, TX. She holds the Series 65 designation and began her advisory role at Saber Capital Management in 2024. Prior to this, she worked as a self-employed contractor from 2019 to 2026. Saber Capital Management LLC provides discretionary investment management to individual clients and entities, including high-net-worth individuals, through separately managed accounts and private pooled investment vehicles. The firm employs a bottom-up, fundamental value-investing approach focused on detailed financial analysis, concentrated holdings, and a long-term horizon.

Mark Manber is a financial advisor with Investment Research Corp who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Investment Research Corp since 2017 and concurrently at World Capital Brokerage, Inc. since 2007. Outside of his advisory role, Manber is a self-employed tax professional during tax season and also works as a customer service representative for United Air Lines. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad range of investment products with both discretionary and non-discretionary management options.