Mark Frugoni is the sole advisor at Focus Wealth Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Focus Wealth Advisors since 2013. Focus Wealth Advisors serves individuals, including high-net-worth clients, pension plans, and business entities with portfolio management, family wealth and legacy planning, and pension consulting. The firm integrates modern portfolio theory with technical analysis, employing both long-term and short-term trading strategies while maintaining a firm-mandated custody arrangement with Fidelity.

George Douglas is a CFA® charterholder with two years of industry experience. He is currently with Integra Wealth Advisors, LLC, where he has worked since 2023, following an 11-year tenure at Cadence Bank. Integra Wealth Advisors provides fee-only wealth management and financial planning to individuals, high-net-worth families, trusts, estates, and business owners. The firm employs an integrated investment approach that combines asset allocation with behavioral and emotional considerations, using both passive and active managers and alternative strategies when appropriate.

Nicole Louvar is a financial advisor at Guided Capital Wealth Management, LLC in Houston, TX, with seven years of industry experience. She holds a Series 65 designation and has previously worked at Merit Financial Group, Lifestyle Planning Solutions, EDF Energy Trading, and Noble Energy Americas. Guided Capital Wealth Management provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages discretionary portfolios through a wrap fee program, using risk-tolerance models and a blend of index and actively managed ETFs and individual stocks, supported by various analytical methods and specialty instruments.

Henry Bragg Sr. is a CFP® and Series 65-registered advisor with 18 years of industry experience. He is the founder of Henry Bragg & Co., where he has worked since 2020, following six years at Hill Investment Group LLC. Outside of his advisory work, he provides consulting services and entity management for family partnerships through Hilltop Interests, a business he founded in 2013. Henry Bragg & Co. offers discretionary portfolio management primarily to high-net-worth and individual clients, providing services such as qualified plan advisory, financial reviews, trustee services, and retained advisory for ultra-high-net-worth clients. The firm employs model allocations across five investment mandates using institutional mutual funds and ETFs, with trade execution supported by Forum Financial Management and custody through major custodians like Schwab and Fidelity.

Eryn Schultz is a CFP® and Series 65-licensed advisor with Her Personal Finance in Houston, TX, and has four years of industry experience. Her work background includes roles at Equita Financial Network and Revolution Foods, and she is the founder of Financial Education First DBA Earn with Eryn, where she provides financial education classes and workshops. Her Personal Finance offers fee-only financial planning and 401(k) assessment services to individuals, business owners, and corporate clients, with a focus on high-earning professionals and dual-career households. The firm emphasizes comprehensive financial planning without managing client assets, using a range of non–AUM fee arrangements and an investment approach grounded in modern portfolio theory.

John Elvig is a financial advisor at Pearl Capital Investments in Houston, TX, holding a Series 65 designation with four years of industry experience. Prior to joining Pearl Capital in 2021, he worked at NextDecade Corporation and Fieldwood Energy, and spent six years at Anadarko Petroleum. Pearl Capital Investments is a small registered investment adviser serving high-net-worth and qualified individual clients through discretionary portfolio management of publicly traded securities and derivatives. The firm employs a combination of quantitative techniques, fundamental analysis, and modern portfolio theory in its model-based asset allocation, and it is notable for its use of performance-based compensation and explicit derivatives strategies.

Ian Cardono is a financial advisor at Huber, Cardono, Moring & Richter, L.P. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, he is an independent insurance agent and is involved in managing silica sand-related businesses. Huber, Cardono, Moring & Richter, L.P. provides portfolio design and investment management primarily for individual clients and related accounts, using mutual funds, ETFs, stocks, and bonds. The firm employs a client-focused process to determine objectives and risk tolerance, and manages approximately $22 million in client assets.

Kristopher Etter is a CFP® and ChFC® with 24 years of industry experience. He is the principal of Beacon Financial Planners, Inc. in Houston, TX, where he has worked since 2018. Prior to that, he was associated with several firms including IMS Financial Advisors and WESTPARK WEALTH Advisors. Outside of financial advising, he holds licenses as an insurance agent and real estate agent. Beacon Financial Planners serves individual and high-net-worth clients with financial planning, portfolio management, and retirement plan consulting. The firm uses an asset-allocation approach tailored to clients’ goals and risk tolerance and offers legacy planning through a third-party platform.

Stephen Lack is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving as a Partner at Corient. He has held roles at Galapagos Partners and leads Ned S. Holmes Investments, Inc., a single family office where he acts as President and CIO providing consulting services to private partnerships and corporations. His career also includes involvement with Durable Dividend Growth Strategies, L.P. Corient offers investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension plans, and charitable organizations. The firm utilizes a team-based investment approach focused on customized, goals-based asset allocations and integrates risk management through ongoing due diligence and monitoring across traditional and alternative investments.

Lucinda Buce is a financial advisor at Founders Capital Management Inc in Houston, TX, with 23 years of industry experience. She holds a Series 63 designation and has been with Founders Capital Management since 1995. Founders Capital Management provides customized investment management services to individuals, high-net-worth clients, trusts and estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a fundamental analysis approach with a multi-quarter to multi-year investment horizon across a range of securities, serving clients through a small advisory team managing approximately $282 million.

James Munchbach is a CFP® and ChFC® with 21 years of industry experience. He is currently a financial advisor at BayRock Financial, L.L.C., where he has worked since 2016, including a period from 2019 to present. Prior to this, he held roles at several firms including Tremont Street Advisors, Archetype Wealth Partners, and STA Wealth Management. In addition to his advisory work, Mr. Munchbach is a part-time Professor of Personal Finance at the University of Houston Bauer College of Business. BayRock Financial, L.L.C. provides fee-only investment management and financial planning services to individuals, families, retirees, business owners, trusts, estates, and retirement plans. The firm generally constructs diversified, long-term portfolios and integrates financial planning into advisory relationships, serving a client base notable for its inclusion of retirement plan clients and defined benefit pension plans.

Margaret Sucre' Vail is the founder and sole advisor at Sucre'-Vail Wealth Advisors in Houston, TX, with 22 years of industry experience. She holds Series 63 and Series 65 designations and has led her firm since its inception in 1997. Sucre'-Vail Wealth Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, estates, businesses, and retirement plans. The firm manages assets on a non-discretionary basis, constructing individualized portfolios using individual bonds, low-cost mutual funds, and ETFs, with a focus on fundamental analysis and long-term investment orientation.

Adam Beaty is a CFP® and holds a Series 65 license with 11 years of industry experience. He is a founder and managing partner of Bullogic LLC and has been involved with Bullogic Wealth Management since 2018. Outside of financial advising, he previously operated Quantum Pest Control for 16 years. Bullogic Wealth Management is a small advisory firm serving individual clients and employer plan sponsors. The firm focuses on passive portfolio construction using low-cost index funds and ETFs, combined with fundamental and technical analysis, while also providing comprehensive financial planning and employee benefit-plan services.

Karen Pong is a CFP® professional with 33 years of experience in the financial services industry. She is the owner and sole advisor at Custom Wealth Solutions, a firm she established in 2025. Prior to founding her firm, she held roles at Woodbury Financial Services, Questar Asset Management, and Victory Financial Group. In addition to her advisory work, she owns and operates K L Insurance Services, an independent insurance agency. Custom Wealth Solutions provides discretionary asset management primarily to individual and high-net-worth clients, utilizing both direct and program-based portfolio management through the Orion platform. The firm integrates third-party strategists and employs planning tools such as Monte Carlo simulations to tailor investment programs to client objectives.

Robert Ramsey is a financial advisor at RNS Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors for 10 years and Guardian Wealth Design Group since 2005. He is also active as an insurance agent through Guardian Wealth Design Group. RNS Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, using an American Funds mutual‑fund platform and third‑party managers. The firm delivers tailored financial planning and conducts regular account reviews while maintaining a relatively small client roster.

Keith Huber Jr. is a CFP® with 39 years of industry experience, currently serving at Huber, Cardono, Moring & Richter, L.P. in Houston, TX. He has been with the firm since 1996 and has also worked with Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, Huber is involved in insurance, benefits, and human resources through a separate ownership interest. Huber, Cardono, Moring & Richter, L.P. provides investment advisory and portfolio management services to individuals and related entities, managing approximately $21.7 million in client assets. The firm focuses on separately managed accounts and uses mutual funds, ETFs, stocks, and bonds, with a process that includes suitability assessments, written strategic recommendations, and ongoing portfolio reviews.

Stephen Jackson is a financial advisor at ViaQuest Advisors LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arbor Point Advisors and Securities America Inc. Outside of advising, he is involved in a commercial cleaning business and serves as a licensed insurance agent, primarily servicing existing accounts. ViaQuest Advisors LLC provides portfolio management, investment analysis, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and pension/retirement plans. The firm offers discretionary portfolio management and recently added non-discretionary pension consulting services for employee benefit plans and participants.

Robert Challenger Jr. is a financial advisor with Tremont Street Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Tremont Street Advisors and its affiliated entities since 2014. Outside of his advisory role, he serves as a board member of Communities in Schools Bay Area, a nonprofit organization. Tremont Street Advisors is a fee-based investment adviser serving individuals, high-net-worth clients, business owners, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, employing a blend of fundamental, technical, cyclical, and economic analysis, and integrates its advisory services closely with affiliated accounting and insurance activities.

Brittni Haywood is a financial advisor at Haywood Wealth Management in Houston, TX, holding a Series 65 credential with three years of industry experience. Prior to her current role, she worked at the University of Texas Medical Branch and Methodist. Haywood Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and participant account management for held-away retirement plan accounts. The firm uses a documented Investment Policy Statement for each client and employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation.

Yevgeniya Andryeyeva is a CFP® professional at Stavis Wealth Transfer Solutions with one year of industry experience. Her prior work includes roles at Admitad and Knight Frank Russia. Stavis Wealth Transfer Solutions serves high-net-worth individuals, families, family offices, trusts, charitable organizations, and small businesses by providing integrated wealth, estate, and financial planning along with asset management and trust policy services. The firm offers tailored, goals-based planning and coordinates with clients’ other professional advisors while managing both discretionary and non-discretionary portfolios.