Fred Dittman III is a financial advisor with Virtuevian Ventures and holds a Series 66 designation. He has 15 years of industry experience, including prior work at Wells Fargo Clearing. Outside of his advisory role, he is involved in ranch management and works as a hunting guide seasonally. Virtuevian Ventures serves individual and high-net-worth clients, trusts, estates, and certain business accounts, providing discretionary wealth management, financial planning, and retirement guidance. The firm emphasizes personalized portfolio management using a combination of fundamental, technical, cyclical, and charting research methods, and incorporates low-cost mutual funds, ETFs, individual stocks, bonds, and options contracts, including derivatives.

Jennifer Baker is a CFP® with six years of industry experience, currently serving as an advisor at BWS Investment Management, LLC. She has held roles at Cambridge Investment Research Advisors and Houston Insurance Group LLC and is the managing member and insurance agent of Baker Wealth Strategies, LLC, an insurance agency. BWS Investment Management provides financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes customized financial plans followed by the selection and oversight of pre-screened third-party investment managers, serving also as a limited ERISA §3(21) fiduciary for employer-sponsored retirement plans.

James Rush is a CFP® professional with 35 years of experience in financial advising, currently with Signature Financial Advisors since 2016. His prior experience includes roles at Wealth Mentors, Amegy Investments, Zions Capital Advisors, and Merrill. Outside of his advisory work, he founded Veterans Care Advisors of Texas, providing education and consulting on veteran and government benefits, and is a partner in A-1 PR Management LLC, which offers real estate management and consulting services. Signature Financial Advisors serves individuals, closely held businesses, and retirement plans, offering investment supervisory services, pension consulting, and financial planning. The firm uses a manager-of-managers investment approach, conducts due diligence, and provides client education through seminars and workshops.

Steven Bates Jr. is a financial advisor at Advocates Wealth Planning in Houston, TX, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bridgeway Capital Management and Stegent Financial Services. Outside of his advisory role, he provides higher education consulting through College Aid Pro. Advocates Wealth Planning serves individual and high-net-worth clients by combining comprehensive financial planning with discretionary investment management. The firm employs an integrated asset-allocation approach using customized model portfolios and emphasizes tax-conscious implementation alongside selective planning engagements.

James Walter is a financial advisor with Founders Capital Management Inc in Houston, TX. He holds Series 63 and Series 65 designations and has 32 years of industry experience. His prior roles include positions at Shamrock Equity Advisors, Quasar Distributors, Lighthouse Capital Management, and Connecticut General Life Insurance Co. Founders Capital Management provides customized investment management to individuals, high-net-worth clients, trusts and estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs fundamental analysis combined with external research and internal committee review, offering growth, balanced, or conservative investment profiles with a multi-quarter to multi-year horizon.

Robert Rexford is a financial advisor at Rexford Capital in Bellaire, TX, holding Series 65 and Series 63 licenses with four years of industry experience. His background includes roles at Goldman Sachs, Deloitte, Morgan Stanley Wealth Management, and academic positions at Southern Methodist University and USC. Rexford Capital is a fee-only, SEC-registered investment adviser managing approximately $151 million for primarily affluent individuals and retirees, along with corporations, trusts, and institutional clients. The firm employs a long-term, behaviorally informed investment approach emphasizing equity exposure with complementary fixed income and uses AI-supported research while maintaining discretionary portfolio management under a fiduciary standard.

Frank Mckinney III is a financial advisor at McKinney Capital Management with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Mutual Securities, Inc., Cetera Advisors LLC, and Securities America Advisors, Inc. He is also an independent insurance agent. McKinney Capital Management provides discretionary and non-discretionary investment management services to individuals, family offices, trusts, estates, private foundations, and nonprofit organizations. The firm employs a fundamental analysis approach with a generally long-term investment strategy, and also facilitates the use of external managers and referrals to independent third-party advisers.

Sarah Mizell is a financial advisor at Cove Wealth Management in Houston, TX, holding a Series 65 designation with 12 years of industry experience. She previously worked at Valued Retirements and has been involved with the Julianna Poor Memorial Counseling Center for over a decade. 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 a mix of high-net-worth and non-HNW clients, focusing on long-term fiduciary stewardship and customized portfolio management using low-cost ETFs, mutual funds, and outside Independent Managers when appropriate.

Vicki Joern is a financial advisor at BEE Financial Partners Wealth, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at various firms including Impact Partnership Wealth, LLC and Gradient Advisors. Joern is also a member and educator with the Association of Financial Consultants, a nonprofit organization. BEE Financial Partners Wealth, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs a combination of analytical approaches and offers discretionary portfolio management alongside standalone financial plans, serving a compact client base with a focus beyond high-net-worth households.

William Garwood is a Series 65-licensed financial advisor with Cypress Asset Management Inc. in Houston, TX, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he manages operations at W2 Development Partners, a land development business. Cypress Asset Management, Inc. is an independent investment adviser providing separately managed portfolios to individuals, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm focuses on long-term, fundamental equity investing and offers distinct strategies tailored to client objectives, managing a substantial asset base with a small advisory team.

Michael Mann is a financial advisor at Evan Capital with a Series 65 designation and eight years of industry experience. He is also a practicing physician in Houston, TX, serving as co-owner and physician at Southampton Medical and Wellness of Houston, PLLC, and working with American Physician Partners. Additionally, Dr. Mann serves as an advisory board member for the University of Houston College of Nursing Nurse Managed Telehealth Clinic. Evan Capital provides discretionary investment advice and portfolio management to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach, focusing on ETFs and equities with tactical allocations across various asset classes and manages accounts on a discretionary basis.

Daniel Duckett is a CFP® professional with 12 years of industry experience. He currently works at JayKay Wealth Advisors, Inc. and has previously been affiliated with firms including Fidelity and Motley Fool Wealth Management. He holds Series 63 and Series 66 licenses. JayKay Wealth Advisors serves individual and high-net-worth clients, retirement plan sponsors, and charitable organizations by providing portfolio management, financial planning, and retirement plan consulting services. The firm manages client accounts on a discretionary, long-term basis using model portfolios and modern portfolio theory, and offers a range of wrap-fee programs alongside educational seminars.

Katie Tennent is a financial advisor with Heritage Asset Advisors Ltd., LLP in Houston, TX, holding a Series 65 designation and 16 years of industry experience. She has been with Heritage Asset Advisors since 2009, working as part of a four-advisor team. Heritage Asset Advisors is an independent firm managing approximately $256 million for around 400 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis tailored to each client's profile, offering both discretionary and non-discretionary portfolio management, and sponsors a wrap fee program.

Gary Penick is a financial advisor at Life Balance Financial in Houston, TX, with eight years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Edward Jones and CarMax. Outside of advisory work, Penick is employed as a sales consultant at CarMax. Life Balance Financial serves individual and high-net-worth clients by providing comprehensive financial planning, retirement-plan consulting, and recommendations for third-party investment advisers. The firm emphasizes asset allocation, tax-efficient asset location, disciplined rebalancing, and manager evaluation, typically recommending third-party managers that use Modern Portfolio Theory and the Fama-French three-factor model.

Deborah Andrews is a financial advisor at Custom Wealth Solutions with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera Advisors LLC and Cambridge Investment Research Advisors, Inc. Andrews also operates an independent insurance agency, Andrews Financial Services, where she is an owner and agent. Custom Wealth Solutions is a small advisory firm serving individual and high-net-worth clients with discretionary asset management. The firm combines personalized portfolio management with platform-based strategies through the Orion Portfolio Solutions program and incorporates Monte Carlo planning techniques in its investment approach.

Yao Yao is a CFA® charterholder with six years of experience in the financial industry. He is currently the sole advisor at WB Advisors Texas LLC and also serves as Director of Wan Bridge Group, a developer and operator of single-family rental communities in Texas. Prior to his current roles, he worked at Amherst Holdings and American Homes 4 Rent. WB Advisors Texas LLC provides investment advisory services primarily to investment companies and pooled investment vehicles, focusing on real estate funds and private placements. The firm employs a combination of fundamental and quantitative analysis with a long-term trading orientation and offers discretionary portfolio management tailored through Investment Policy Statements.

Marie Navarre is a CFP® professional with 27 years of experience in financial advising. She has been with Neal Financial Group, L.P. since 2002 and also maintains an affiliation with LPL Financial, LLC over the same period. Outside of her advisory work, she assists in her spouse’s medical office with secretarial duties. Neal Financial Group, L.P. provides financial planning and pension-consulting services to various entities including employee benefit plans, trusts, and corporations, as well as individual clients. The firm focuses on advisory and consulting engagements supported by formal pension-consulting expertise and employs analytic techniques such as Modern Portfolio Theory and discounted cash flow models.

Joe Allen is a financial advisor at Life Balance Financial in Houston, TX, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he operates as an independent insurance agent. Life Balance Financial provides financial planning by recommending and monitoring third-party investment advisers rather than managing client assets directly. The firm emphasizes asset allocation, portfolio construction, and tax-aware strategies, delivering a written financial plan known as the "Portfolio MRI" as its primary client service.

Stephen Scott is a financial advisor at The Menard Financial Group, LLC with 32 years of industry experience. He has held positions at Eagle Strategies (NY Life) for 19 years before joining his current firm in 2021. Scott holds Series 63 and Series 65 designations and is also a licensed insurance agent in Texas. The Menard Financial Group provides investment advisory, financial planning, and retirement-plan consulting services to individual, high-net-worth clients, and institutional plan sponsors. The firm manages portfolios using a combination of fundamental, technical, and quantitative analysis, employing various strategies including separately managed accounts and derivative instruments where appropriate.

John Barry is a financial advisor at Core Capital Management and Research Inc. in Houston, TX, holding a Series 65 designation with 13 years of industry experience. He has been with Core Capital since 2016 and also serves as Vice President of Marketing at BMC Software, Inc., a non-investment role he has held since 1999. Additionally, Barry is President of JB3 Marketing Group, a marketing and insurance sales business he founded in 2008. Core Capital Management and Research Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment strategies, which include long- and short-term purchases, trading, short sales, option writing, and futures.