Daniel Blum is a Series 65-licensed financial advisor at Evan Capital with 10 years of industry experience. He has held roles at Caneel Consulting, TRE Lodging Investors, and QUAI Ventures, and currently manages Glenhaven Capital LLC and Blum Realty Ventures LLC. Blum serves on the Board of Directors of the Cholangiocarcinoma Foundation, where he chairs the Investment Committee. Evan Capital provides discretionary investment advice and portfolio management primarily to individuals, small businesses, corporations, and charitable funds. The firm uses a data-driven, quantitative, and rules-based approach focusing on ETFs and equities, offering tactical allocations across various asset classes and managing client accounts on a discretionary basis.

Samir Sinha is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Stavis Wealth Transfer Solutions, where he has worked since 2025. Prior to this, he held positions at Franklin Templeton, Post Oak Private Wealth Advisors, and Sinsonte Capital Management. Stavis Wealth Transfer Solutions specializes in integrated wealth transfer, financial and estate planning, and asset management for high-net-worth individuals, families, family offices, trusts, and foundations. The firm focuses on coordinating estate and trust services with other professional advisors and offers tailored, goals-based planning and supervisory oversight of investment subaccounts within various insurance structures.

Thomas Seago is a financial advisor with Sonnet, LLC, holding a Series 65 credential and nine years of industry experience. He has been with Sonnet since 2016 and also serves as a consultant and trading assistant at Revo Financial. Sonnet, LLC provides investment management and financial planning services to individuals, trusts, small businesses, and churches, focusing on business and retirement planning. The firm offers a range of model portfolios, including passive and actively managed strategies, and manages most client accounts on a discretionary basis with regular rebalancing and monitoring.

Mohammad Hussaini is a Series 65-licensed financial advisor with Thales Investment Services, Inc. in Houston, TX, bringing six years of industry experience. Prior to joining Thales in 2019, he worked as a consultant and was self-employed. Outside of his advisory role, Hussaini holds leadership positions in several businesses, including serving as Chairman of Purity Foods Group, a protein-focused foodservice distributor, and Vice President of the American Halal Foundation, a halal consulting agency. Thales Investment Services provides discretionary portfolio management for individual clients and pension/profit-sharing plans, using a proprietary fundamental-value approach that integrates both fundamental and technical analysis and considers domestic and global macroeconomic and geopolitical factors.

John Geralt is a financial advisor at EBQuant, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Tong Management Group, Juniper Networks, Wolters Kluwer, and Hewlett Packard Corp. Outside of his advisory role, he serves as an executive recruiter for Juniper Networks and provides bookkeeping and tax consulting services through Tong Management Group. EBQuant offers portfolio management and financial planning services to institutional clients, high-net-worth individuals, and others. The firm employs a blend of fundamental, technical, and cyclical analysis and provides both discretionary and non-discretionary investment supervisory services tailored to client goals and risk tolerance.

Dell Thomason is a financial advisor at Joyce Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at J.D. Joyce Investment Management Group, LLC and Wells Fargo Advisors Financial Network, LLC. He has been with Joyce Wealth Management since 2023. Joyce Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various investment vehicles, focusing on client-specific factors such as risk tolerance and cash-flow needs.

Samuel Goodfriend is a financial advisor with WealthValues, LLC in Houston, TX, holding Series 65 and Series 66 licenses and four years of industry experience. Prior to joining WealthValues in 2021, he worked at Edward Jones from 2019 to 2021. WealthValues serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, focusing on asset allocation, diversification, and tax-aware strategies that combine passive and active management. The firm manages approximately $466.5 million in client assets with a notably high assets-under-advisor ratio given its small client base and staff.

Bradley Grasl is a financial advisor at Tiercel Capital Texas LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Virteom LLC, Sinai Capital, and in community college roles prior to joining Tiercel Capital Texas. Tiercel Capital Texas LLC provides portfolio management services to individual and high-net-worth clients, managing both discretionary and non-discretionary accounts. The firm employs a value-oriented equity approach supplemented by short-term special situations and uses fundamental analysis across a broad range of instruments.

Lynn Elliott is a financial advisor at Fortiter Wealth Management, LLC in Houston, TX, with 25 years of industry experience. He holds a Series 66 designation and has been with Fortiter since 2014. Outside of his advisory role, he owns an entity formed to purchase an airplane for personal use. Fortiter Wealth Management serves high-net-worth individuals, trusts, retirement plans, and corporate clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a process grounded in fundamental analysis and modern portfolio theory to create diversified portfolios, utilizing model portfolios, independent managers, and sub-advisors while monitoring accounts regularly to align with client objectives and risk tolerances.

James Keys Jr. is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with LPL Financial since 2002 and also operates Neal Financial Group, LP, which provides fixed insurance products. In addition to his advisory roles, Keys is a partner in a family business involved in purchasing and renovating homes for resale. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory financial products.

Traci Williams is a Series 65-licensed financial advisor with 21 years of industry experience. She has been with WRWCO, LLC since 2003. WRWCO, LLC provides discretionary investment management to individuals, families, trusts, and small businesses, managing approximately $98 million in assets across a client base of about 50–52 relationships. The firm employs a value-oriented, balanced investment approach emphasizing income with growth, with portfolios diversified across equities and fixed-income securities.

Rasool Shaik is a CFA® charterholder affiliated with EMC Capital Management, LLC in Houston, TX, with 18 years of industry experience. He has held roles at Doliver Advisors L.P., EMC Asset Management, LLC, Eagle Global Advisors, LLC, and EMC Wealth Management. Shaik serves as the principal of EMC Asset Management, LLC, which acts as the general partner to the EMC Alpha Fund. EMC Capital Management, LLC provides discretionary investment management and retirement plan advisory services, primarily serving high-net-worth individuals, qualified retirement plans, trusts, and small businesses. The firm offers passive, asset-class ETF portfolios and manages private pooled funds using quantitative, factor-weighted strategies that may include derivatives and leverage.

Micah Mills is a financial advisor at CRIS Capital, Ltd. with one year of industry experience. He holds a Series 65 designation and previously worked at Chick-fil-A, SGS, Anytime Fitness, and KYSC. CRIS Capital, Ltd. provides ongoing portfolio management primarily to individual and high-net-worth clients, preparing tailored Investment Policy Statements. The firm employs fundamental analysis and modern portfolio theory in a long-term trading approach, managing accounts on a discretionary basis through a third-party subadvisor.

William Williams is a financial advisor at WRWCO, LLC in Houston, TX, holding Series 63 and 66 licenses with 34 years of industry experience. He has been with WRWCO, LLC since 2000 and previously worked at United Planners Financial Services and Tiger Investment Corporation. WRWCO, LLC provides discretionary investment management to individuals, families, trusts, businesses, and organizations, focusing on value-oriented, balanced portfolios that emphasize regular and increasing cash payments alongside capital appreciation. The firm manages accounts primarily through Fidelity, employing diversification and complex operational features such as borrowing within separately managed accounts.

Joshua Chandler is a financial advisor at Magnolia Wealth with a Series 65 credential and two years of industry experience. His prior work history includes roles at Metamorphic Capital, Goode Co, and positions in the retail and automotive sectors. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a range of analytical investment methods and incorporates tax services and financial planning alongside portfolio management.

Nathan Powell is a CFP® with four years of industry experience, currently serving as an advisor at Stability Partners Advisory Group, LLC. Prior to his financial advisory career, he worked at Tesla Motors and Siemens Energy. He is also an associate partner and licensed insurance agent affiliated with Stability Partners LLC. Stability Partners Advisory Group, LLC provides fee-based financial planning, portfolio management, and retirement-plan advisory services to individuals and businesses. The firm operates as a co-advisor to a third-party money manager, focusing on model portfolio implementation tailored to clients’ objectives and risk tolerances.

Patrick Shinn is a CFP® with 32 years of industry experience and has been with Heritage Asset Advisors Ltd., LLP since 2007. He is based in Houston, TX, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Shinn hosts a weekly radio show called Money Matters on KTRH in Houston. Heritage Asset Advisors is an independent firm with a four-advisor team managing approximately $256 million for around 400 clients. The firm provides investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, and business entities, employing a tailored investment process that incorporates fundamental, technical, and cyclical analysis.

Concert Financial Planning is built for BigLaw attorneys and their families: the associates, counsel, and newer partners whose careers are taking off while life gets more complicated. New baby, first home, a big bonus, student loans, a lateral move, the partnership question. It’s the moment your life goes “live,” and it’s the right time to get your finances organized. Why “Concert”? I’ve played music since I was nine, so the name fits my personality. More importantly, it describes how a good financial plan works. Your cash flow, workplace retirement plan, investments, student loans, emergency fund, insurance, estate plan (yes, you need one), and tax strategy all have to play together, in concert. When one is out of tune, the whole plan suffers. I understand how BigLaw works: lockstep and bonus-heavy compensation, 2,000+ billable hours, big-city costs, and the financial tradeoffs that come with the partnership track (or stepping off it). You don’t have time for another project. My job is to take the day-to-day work of managing your finances off your plate so you can focus on your career, your family, and the things you actually care about. How I work: • Flat-fee and fee-only. No commissions, no products to sell, and no percentage of your assets. • Fiduciary, always acting in your best interest. • Comprehensive planning plus optional ongoing investment management, coordinated together. • Fully virtual, serving BigLaw families nationwide. My background: I grew up in a family of financial professionals (my grandfather, dad, and brother). I earned a B.A. in Economics from the University of Texas at Austin and have spent 20+ years in financial services. Along the way, I earned both the CFP® and CFA® designations, which reflect deep training in financial planning and investment management. Before launching Concert, I served financial advisors at large bank brokerages and independent firms across the country. That experience showed me that high-earning young professionals are often underserved, getting little attention until they’re near retirement. I’d rather help you get it right early, avoiding the pitfalls and missed opportunities that quietly add up over a career. If you’re ready to get your financial life playing in harmony, I’d love to hear what prompted your search. Let’s talk about navigating “When Life Goes Live.”

Laura Full is a financial advisor at A3 Capital Advisors in Houston, TX, holding a Series 66 designation with 18 years of industry experience. She previously worked at Hourglass Capital, LLC from 2008 to 2026 before joining A3 Capital Partners, LLC. A3 Capital Advisors is a small registered investment adviser serving primarily high-net-worth individuals with discretionary portfolio management and investment consulting. The firm emphasizes individualized Investment Policy Statements, fundamental analysis, and long-term trading strategies, managing both traditional asset-based and performance-fee accounts.

Fred Dittman is a financial advisor at Virtuevian Ventures with 14 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advisory work, he is involved in ranch management and works as a hunting guide during the hunting season. Virtuevian Ventures serves individual and high-net-worth clients, as well as trusts, estates, and certain business and corporate accounts, providing discretionary wealth management, financial planning, and retirement guidance. The firm employs a primarily long-term investment approach supplemented by multiple research methods and tactical reallocations, utilizing a range of investment vehicles including derivatives within separately managed accounts.