Cory Mizell is a financial advisor with Cove Wealth Management in Houston, TX, holding a Series 65 designation and 10 years of industry experience. He has worked at Valued Retirements, Inc. since 2016 and has a background with Solvay Chemicals dating back to 2014. Cove Wealth Management provides discretionary, fee-only investment management supported by financial planning and wealth coordination services to individuals, families, trusts, estates, and select institutional clients. The firm serves both high-net-worth and non-HNW clients, focusing on customized investment strategies that incorporate low-cost ETFs, mutual funds, individual securities, and independent managers.

Jon Vaughan is a CFA® charterholder and holds a Series 63 license, with 32 years of industry experience. He currently serves as a partner at Tri-Star Advisors, Inc. in Houston, Texas, a role he has held since 2009. Vaughan’s prior work includes time at Calton & Associates, Inc. since 2014. Tri-Star Advisors is a registered investment adviser managing discretionary portfolios for individuals, high-net-worth clients, corporations, charitable organizations, and insurance companies. The firm employs diversified investment strategies across multiple asset classes and analysis methods, offering managed account services that include security selection, rebalancing, tax-loss harvesting, and utilization of sub-advisors.

Alvaro Trullenque is a financial advisor at Camden Wealth Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Camden Wealth Advisors since 2009. He also serves as a managing member and investment adviser representative at Inscription Family Office, LLC. Outside of his advisory roles, he is a partner in a real estate business, TP International. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, family offices, trusts, and institutions. The firm offers customized investment strategies and may engage third-party managers to align with client goals.

Henry Vail is a financial advisor at Sucré-Vail Wealth Advisors in Houston, TX, with 28 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Sucré-Vail Wealth Advisors since 2006, following a prior career at Vail & Associates from 1991 to 2020. Sucré-Vail Wealth Advisors is a state-registered investment adviser serving individuals, family offices, trusts, estates, businesses, and retirement plans. The firm offers customized investment management, financial planning, consulting, and Personal CFO services, using fundamental analysis to build long-term portfolios composed of individual bonds, mutual funds, and ETFs, managed on a non-discretionary basis.

Matthew Dockall is a CFP® with nine years of industry experience, currently serving as a managing member of Dockall Financial Stewardship, LLC and an advisor at Presidio Financial, LLC. His prior experience includes roles at Park Avenue Securities LLC and Wealth Design Group, LLC. Outside of his financial advisory work, he coordinates a weekly church event for students in Houston. Presidio Financial serves individual clients, including high-net-worth households, ERISA-qualified retirement plans, and business entities, providing discretionary asset management, financial planning, and consulting services. The firm employs a passive and factor-based investment approach using mutual funds and ETFs, with periodic rebalancing and tax-aware reviews.

Jayanth Kabad is a CFP® professional with 40 years of industry experience, affiliated with JayKay Wealth Advisors, Inc. in Houston, TX. He has worked at LPL Financial since 2008 and has been with JayKay Wealth Advisors since 2003. Outside of his advisory role, he serves as a board member for the Jayanth and Kanchan Kabad Private Foundation and is writing a memoir. JayKay Wealth Advisors serves individual and high-net-worth clients, retirement plan sponsors, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm typically manages client accounts on a discretionary, long-term basis using modern portfolio theory and model portfolios, with access to third-party money managers and unified managed account wrap programs.

Brock Hedgecoke is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Perennial Wealth Advisors, LLC and has prior experience at Ameriprise and several other advisory firms. Perennial Wealth Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach grounded in Modern Portfolio Theory and fundamental analysis, primarily utilizing ETFs, mutual funds, and liquid alternative investments.

Stephanie Blakes is a CFP® with 16 years of industry experience. She is an owner and Chief Compliance Officer at Seren Wealth Advisors, LLC, where she has worked since 2016. Prior to that, she was an independent contractor at Calderwood Financial Strategies and has experience as a real estate broker and insurance agent in Houston, TX. Seren Wealth Advisors serves individual and high-net-worth clients, as well as small business retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment process is goal-driven and documented with investment policy statements, combining fundamental and technical analysis, and is owner-managed with a focus on client education through public seminars and financial-literacy workshops.

Alfredo Miranda is a financial advisor with Camden Wealth Advisors LLC in Houston, TX, holding a Series 65 designation and 11 years of industry experience. He has worked at Cantata Wealth Management, LLC and Highpoint Technology Group, and has been with Camden Wealth Advisors since 2015. Camden Wealth Advisors offers discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, trusts, and institutions. The firm provides customized investment policy statements and asset allocation strategies, utilizing both fundamental and technical analysis.

Amber Koenig is a financial advisor at Innova Wealth, LLC with two years of industry experience. She holds a Series 65 credential and has worked at Accurate Wealth Management and Keller Williams Southwest prior to her current role. Innova Wealth, LLC provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading orientation and a time-segmented approach to retirement income, offering discretionary portfolio management as well as hourly financial planning services.

Michael Pearl is a financial advisor at Pearl Capital Investments in Montgomery, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Pearl Capital Investments, he worked at USA Compression Partners, LP and Anadarko Petroleum. Pearl Capital Investments is a small registered investment adviser serving high-net-worth and qualified individual clients through discretionary portfolio management. The firm employs a combination of quantitative techniques, fundamental analysis, and modern portfolio theory, and is notable for its use of performance-based compensation and explicit derivatives strategies within separately managed accounts.

Brad Sanders is a financial advisor with Firethorn Partners, LLC in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Firethorn Partners in 2017, he was involved with S[cubed] Gastronomic Group LLC from 2013 to 2017. Firethorn Partners serves individual and high-net-worth clients, as well as pooled investment vehicles, trusts, and businesses, offering discretionary portfolio management, financial planning, tax-aware services, and retirement-account rollover advice. The firm employs a tactical index-weighting approach to asset allocation and manages portfolios with global exposure through individual equities and ETFs.

Jared Tobin is a CFP® with four years of industry experience, currently serving as an advisor at Olive Wealth Management in Houston, TX. He has been with Olive Wealth Management since 2021 and previously attended Texas Tech University. Olive Wealth Management is a small, supported registered investment adviser managing approximately $83.9 million across 54 clients. The firm serves individuals, high-net-worth clients, small businesses, trusts, and retirement plans, providing discretionary portfolio management and integrated financial planning with a focus on tax efficiency, cost minimization, and diversified global asset-class portfolios.

William Payne is a financial advisor at Tri-Star Advisors, Inc. in Houston, TX, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Calton & Associates, Inc. and Media 59. Outside of his advisory work, he is a limited partner in an airplane rental business. Tri-Star Advisors manages approximately $56.7 million across about 69 client accounts, providing discretionary portfolio management for individuals, corporations, charitable organizations, and insurance company clients. The firm employs diversified asset-allocation strategies and conducts quarterly portfolio reviews, utilizing multiple analysis methods and outside resources for fixed-income analysis and trade execution.

Joseph Piazza III is a CFP® with 11 years of industry experience, currently affiliated with Presidio Financial, LLC in Houston, TX. He has held roles at Guardian Life and John Paul II Catholic School, and operates Piazza Wealth Strategies, LLC as a holding company for Presidio Financial. Presidio Financial serves individual and high-net-worth clients, ERISA-qualified retirement plans, and business entities, providing discretionary asset management, financial planning, hourly consulting, and co-advisory services. The firm employs a passive, factor-based investment approach grounded in Modern Portfolio Theory and conducts comprehensive financial planning and quarterly account reviews.

David Menard is a financial advisor with The Menard Financial Group, LLC in Houston, TX. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to founding his current firm in 2018, he worked at Eagle Strategies, LLC and Nylife Securities Inc., with a career beginning at New York Life Insurance Company. Outside of advisory work, he is involved in private equity investments and operates a family estate planning entity. The Menard Financial Group provides investment advisory, financial planning, and retirement-plan consulting services to individual, high-net-worth, and institutional clients. The firm manages portfolios using a combination of fundamental, technical, quantitative, and sector analysis, employing a range of strategies including asset allocation, duration management, and derivatives, primarily through a sponsored wrap fee program.

Michael Hibbetts is a CFP® and CFA® with six years of industry experience. He is currently with ViaQuest Advisors LLC and previously worked at Osaic Advisory Services, LLC and Arbor Point Advisors. Outside of his advisory work, Hibbetts serves as a boat captain at the Armand Bayou Nature Center and holds board and finance committee roles at the Bay Area Unitarian Universalist Church. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm combines multiple investment methodologies with advisor judgment and recently expanded to offer pension consulting services at both the plan and participant levels.

Matthew Semeyn is a CFP® with 19 years of experience in the financial services industry. He is currently with McKinney Capital Management in Houston, TX, where he has worked for over a decade. His prior experience includes roles at Cetera and Mutual Securities, Inc. Semeyn is also an independent insurance agent in addition to his advisory work. McKinney Capital Management provides personalized discretionary and non-discretionary investment management to individuals and various entities, including family offices, trusts, estates, private foundations, and nonprofit organizations. The firm employs a fundamental analysis-based approach with a generally long-term investment strategy while incorporating shorter-term trades when appropriate.

Carlos Perez is a financial advisor at Camden Wealth Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Camden Wealth Advisors since 2014. In addition to his advisory role, Perez is co-owner of Accesum Consulting Services, a business development and market consulting firm focused on Mexico and Latin America. Camden Wealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, family office services, and pension consulting to high-net-worth individuals, families, and institutions. The firm develops customized investment policies and asset allocation strategies, offering tailored portfolios reviewed annually using fundamental and technical analysis.

Barrett Ward is a Certified Financial Planner (CFP®) and holds a Series 65 license, with six years of industry experience. He is currently a financial advisor at Champion Advisors LLC, where he has worked since 2019, and previously worked at Valcorra Capital. Outside of his advisory role, Ward serves as a financial consultant for Blandford Family Partnership, Ltd., focusing on financial statement analysis and securities evaluation for family financial holdings. Champion Advisors LLC provides discretionary investment management and tailored advisory services for individuals, high-net-worth clients, trusts, estates, and foundations. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing strategic asset allocation and global diversification through passive mutual funds, laddered bonds, and investment-grade fixed income.